SP

Successful Portfolios Portfolio holdings

AUM $181M
1-Year Est. Return 24.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.6%
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
26
$1.66M 0.97%
7,708
+2,274
27
$1.65M 0.96%
15,936
+692
28
$1.62M 0.94%
64,358
+3,207
29
$1.55M 0.9%
11,229
+2,945
30
$1.51M 0.88%
9,858
+167
31
$1.51M 0.88%
6,511
-369
32
$1.38M 0.81%
8,549
-734
33
$1.37M 0.8%
6,549
+481
34
$1.35M 0.79%
4,458
-5
35
$1.28M 0.75%
6,252
-150
36
$1.21M 0.71%
7,260
-754
37
$1.21M 0.71%
41,406
+26,234
38
$1.14M 0.66%
22,450
-181
39
$1.12M 0.65%
16,913
-112
40
$1.04M 0.61%
1,359
+58
41
$1.02M 0.6%
8,916
+101
42
$995K 0.58%
8,820
+154
43
$942K 0.55%
40,480
+8
44
$935K 0.55%
2,964
+72
45
$895K 0.52%
11,858
+607
46
$851K 0.5%
6,353
+23
47
$846K 0.49%
4,565
-223
48
$831K 0.49%
4,967
-915
49
$780K 0.46%
1,062
-193
50
$779K 0.45%
8,219
-96
1
2
3 4 5