SP

Successful Portfolios Portfolio holdings

AUM $171M
1-Year Est. Return 18.56%
This Quarter Est. Return
1 Year Est. Return
+18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$549K
3
+$383K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$215K
5
MTB icon
M&T Bank
MTB
+$200K

Top Sells

1
+$2.95M
2
+$1.55M
3
+$560K
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$388K
5
MSFT icon
Microsoft
MSFT
+$353K

Sector Composition

1 Technology 18.91%
2 Consumer Staples 5.85%
3 Consumer Discretionary 5.11%
4 Healthcare 4.91%
5 Communication Services 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 1.05%
14,960
+2
27
$1.4M 0.98%
11,515
-36
28
$1.38M 0.96%
28,435
+190
29
$1.32M 0.92%
21,828
+831
30
$1.31M 0.92%
31,938
-165
31
$1.28M 0.9%
7,487
+1
32
$1.26M 0.88%
51,564
-218
33
$1.17M 0.82%
4,605
-375
34
$1.13M 0.79%
1,247
-10
35
$1.08M 0.75%
16,976
-1,331
36
$1.02M 0.71%
8,840
+15
37
$971K 0.68%
8,620
+180
38
$883K 0.62%
8,894
-27
39
$860K 0.6%
6,943
-181
40
$815K 0.57%
4,464
-1,075
41
$811K 0.57%
8,078
-720
42
$808K 0.56%
11,413
-1,006
43
$808K 0.56%
42,036
-1,098
44
$780K 0.55%
5,932
45
$750K 0.52%
7,722
+3
46
$742K 0.52%
4,394
+830
47
$718K 0.5%
4,912
-270
48
$697K 0.49%
4,225
+26
49
$674K 0.47%
6,488
-1,300
50
$646K 0.45%
8,323
-545
1
2
3 4 5