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
$149M
AUM Growth
+$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$565K
3
+$422K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$317K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$294K

Top Sells

1
+$314K
2
+$265K
3
+$228K
4
CAT icon
Caterpillar
CAT
+$215K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$212K

Sector Composition

1 Technology 17.34%
2 Consumer Staples 6.52%
3 Consumer Discretionary 5.63%
4 Healthcare 4.45%
5 Industrials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 1.01%
11,449
-18
27
$1.44M 0.97%
59,441
+2,923
28
$1.39M 0.93%
23,626
+1,008
29
$1.31M 0.87%
4,506
-28
30
$1.22M 0.82%
6,890
-197
31
$1.16M 0.78%
9,619
-89
32
$1.12M 0.75%
23,109
-522
33
$1.06M 0.71%
17,024
+2
34
$1.06M 0.71%
6,502
-18
35
$1.03M 0.69%
5,413
+600
36
$1M 0.67%
9,016
-62
37
$977K 0.65%
8,319
-541
38
$976K 0.65%
1,264
+17
39
$940K 0.63%
8,736
-4
40
$924K 0.62%
7,981
+1
41
$904K 0.6%
4,617
+46
42
$806K 0.54%
11,248
-22
43
$747K 0.5%
40,368
-770
44
$746K 0.5%
7,695
+8
45
$734K 0.49%
1,253
+2
46
$719K 0.48%
6,360
-128
47
$700K 0.47%
4,838
-46
48
$694K 0.46%
2,893
-36
49
$684K 0.46%
8,314
+1
50
$678K 0.45%
6,811
1
2
3 4 5