SP

Successful Portfolios Portfolio holdings

AUM $196M
1-Year Est. Return 22.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$941K
2
+$767K
3
+$478K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$470K
5
VT icon
Vanguard Total World Stock ETF
VT
+$391K

Top Sells

1
+$5.41M
2
+$1.14M
3
+$295K
4
INTU icon
Intuit
INTU
+$276K
5
CMG icon
Chipotle Mexican Grill
CMG
+$255K

Sector Composition

1 Technology 15.65%
2 Consumer Staples 5.98%
3 Consumer Discretionary 5.03%
4 Industrials 4.63%
5 Healthcare 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIG icon
26
Vanguard Dividend Appreciation ETF
VIG
$101B
$1.66M 0.97%
7,708
+2,274
STIP icon
27
iShares 0-5 Year TIPS Bond ETF
STIP
$14.3B
$1.65M 0.96%
15,936
+692
SCHR icon
28
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.7B
$1.62M 0.94%
64,358
+3,207
VT icon
29
Vanguard Total World Stock ETF
VT
$63.1B
$1.55M 0.9%
11,229
+2,945
PG icon
30
Procter & Gamble
PG
$352B
$1.51M 0.88%
9,858
+167
ABBV icon
31
AbbVie
ABBV
$389B
$1.51M 0.88%
6,511
-369
AMD icon
32
Advanced Micro Devices
AMD
$320B
$1.38M 0.81%
8,549
-734
VXF icon
33
Vanguard Extended Market ETF
VXF
$25.6B
$1.37M 0.8%
6,549
+481
MCD icon
34
McDonald's
MCD
$232B
$1.35M 0.79%
4,458
-5
AMAT icon
35
Applied Materials
AMAT
$280B
$1.28M 0.75%
6,252
-150
RTX icon
36
RTX Corp
RTX
$274B
$1.21M 0.71%
7,260
-754
SPTS icon
37
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.67B
$1.21M 0.71%
41,406
+26,234
VTIP icon
38
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.4B
$1.14M 0.66%
22,450
-181
KO icon
39
Coca-Cola
KO
$334B
$1.12M 0.65%
16,913
-112
LLY icon
40
Eli Lilly
LLY
$831B
$1.04M 0.61%
1,359
+58
DIS icon
41
Walt Disney
DIS
$178B
$1.02M 0.6%
8,916
+101
XOM icon
42
Exxon Mobil
XOM
$662B
$995K 0.58%
8,820
+154
SCHF icon
43
Schwab International Equity ETF
SCHF
$58.8B
$942K 0.55%
40,480
+8
JPM icon
44
JPMorgan Chase
JPM
$774B
$935K 0.55%
2,964
+72
NEE icon
45
NextEra Energy
NEE
$193B
$895K 0.52%
11,858
+607
ABT icon
46
Abbott
ABT
$192B
$851K 0.5%
6,353
+23
JNJ icon
47
Johnson & Johnson
JNJ
$574B
$846K 0.49%
4,565
-223
MU icon
48
Micron Technology
MU
$520B
$831K 0.49%
4,967
-915
META icon
49
Meta Platforms (Facebook)
META
$1.58T
$780K 0.46%
1,062
-193
SO icon
50
Southern Company
SO
$110B
$779K 0.45%
8,219
-96
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