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
$106M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$865K
3
+$846K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$604K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$572K

Top Sells

1
+$232K
2
+$212K
3
+$208K
4
LUMN icon
Lumen
LUMN
+$120K
5
VLY icon
Valley National Bancorp
VLY
+$119K

Sector Composition

1 Technology 7.55%
2 Consumer Staples 6.76%
3 Industrials 5.87%
4 Communication Services 5.53%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$592K 0.56%
1,557
+383
52
$572K 0.54%
+43,401
53
$555K 0.52%
51,076
-10,994
54
$548K 0.51%
10,215
55
$527K 0.5%
8,963
+810
56
$523K 0.49%
36,579
+600
57
$516K 0.48%
10,991
-11
58
$514K 0.48%
+4,757
59
$513K 0.48%
117,840
-1,400
60
$509K 0.48%
6,033
-47
61
$498K 0.47%
4,161
+6
62
$494K 0.46%
4,169
63
$490K 0.46%
6,468
+15
64
$478K 0.45%
9,679
+845
65
$475K 0.45%
2,642
66
$458K 0.43%
3,936
+248
67
$449K 0.42%
3,784
+58
68
$449K 0.42%
3,278
+122
69
$431K 0.41%
3,746
-3
70
$430K 0.4%
2,413
+166
71
$422K 0.4%
4,979
72
$421K 0.4%
4,111
+1,150
73
$420K 0.39%
7,774
+136
74
$411K 0.39%
14,180
-85
75
$401K 0.38%
4,212
+128
1 2
3
4 5