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
$163M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$440K
3
+$416K
4
JBL icon
Jabil
JBL
+$280K
5
GEV icon
GE Vernova
GEV
+$264K

Top Sells

1
+$285K
2
+$164K
3
+$99.6K
4
SONY icon
Sony
SONY
+$88.5K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$84K

Sector Composition

1 Technology 17.85%
2 Consumer Staples 6.17%
3 Consumer Discretionary 5.07%
4 Industrials 4.7%
5 Healthcare 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STIP icon
26
iShares 0-5 Year TIPS Bond ETF
STIP
$12.8B
$1.57M 0.96%
15,244
+121
PG icon
27
Procter & Gamble
PG
$337B
$1.54M 0.95%
9,691
-8
SCHR icon
28
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.3B
$1.53M 0.94%
61,151
+1,414
AMD icon
29
Advanced Micro Devices
AMD
$377B
$1.32M 0.81%
9,283
-28
MCD icon
30
McDonald's
MCD
$218B
$1.3M 0.8%
4,463
-18
ABBV icon
31
AbbVie
ABBV
$380B
$1.28M 0.79%
6,880
-10
KO icon
32
Coca-Cola
KO
$303B
$1.2M 0.74%
17,025
+1
AMAT icon
33
Applied Materials
AMAT
$255B
$1.17M 0.72%
6,402
RTX icon
34
RTX Corp
RTX
$268B
$1.17M 0.72%
8,014
+185
VXF icon
35
Vanguard Extended Market ETF
VXF
$26.4B
$1.17M 0.72%
6,068
+430
VTIP icon
36
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.3B
$1.14M 0.7%
22,631
-377
VIG icon
37
Vanguard Dividend Appreciation ETF
VIG
$104B
$1.11M 0.68%
5,434
+711
DIS icon
38
Walt Disney
DIS
$201B
$1.09M 0.67%
8,815
-42
VT icon
39
Vanguard Total World Stock ETF
VT
$61.6B
$1.06M 0.65%
8,284
+40
LLY icon
40
Eli Lilly
LLY
$928B
$1.01M 0.62%
1,301
+32
XOM icon
41
Exxon Mobil
XOM
$547B
$934K 0.57%
8,666
-70
META icon
42
Meta Platforms (Facebook)
META
$1.57T
$927K 0.57%
1,255
+2
SCHF icon
43
Schwab International Equity ETF
SCHF
$57.6B
$894K 0.55%
40,472
+611
ABT icon
44
Abbott
ABT
$213B
$861K 0.53%
6,330
-5
JPM icon
45
JPMorgan Chase
JPM
$839B
$838K 0.52%
2,892
-2
NEE icon
46
NextEra Energy
NEE
$174B
$781K 0.48%
11,251
+1
SO icon
47
Southern Company
SO
$98B
$764K 0.47%
8,315
+1
AGG icon
48
iShares Core US Aggregate Bond ETF
AGG
$137B
$738K 0.45%
7,442
-92
JNJ icon
49
Johnson & Johnson
JNJ
$529B
$731K 0.45%
4,788
-24
MU icon
50
Micron Technology
MU
$400B
$725K 0.45%
5,882
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