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
$80.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$4.09M
3
+$1.98M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.68M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.59M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.49%
2 Consumer Staples 7.38%
3 Industrials 6.91%
4 Communication Services 5.4%
5 Healthcare 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$493K 0.61%
+4,219
52
$492K 0.61%
+5,884
53
$475K 0.59%
+4,445
54
$466K 0.58%
+9,688
55
$457K 0.57%
+6,984
56
$456K 0.57%
+17,650
57
$447K 0.56%
+8,740
58
$436K 0.54%
+5,196
59
$432K 0.54%
+2,831
60
$422K 0.52%
+5,673
61
$422K 0.52%
+11,021
62
$421K 0.52%
+7,376
63
$418K 0.52%
+30,429
64
$416K 0.52%
+28,128
65
$413K 0.51%
+4,928
66
$398K 0.49%
+3,323
67
$396K 0.49%
+41,095
68
$396K 0.49%
+2,736
69
$390K 0.48%
+4,517
70
$385K 0.48%
+7,162
71
$377K 0.47%
+2,574
72
$367K 0.46%
+6,691
73
$361K 0.45%
+3,030
74
$360K 0.45%
+4,894
75
$356K 0.44%
+3,493
1 2
3
4 5