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
$139M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$782K
2
+$563K
3
+$441K
4
SNAP icon
Snap
SNAP
+$313K
5
TSLA icon
Tesla
TSLA
+$298K

Top Sells

1
+$270K
2
+$238K
3
+$211K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$157K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$109K

Sector Composition

1 Technology 11.1%
2 Consumer Discretionary 6.2%
3 Consumer Staples 5.98%
4 Industrials 5.54%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$735K 0.53%
5,207
+5
52
$718K 0.52%
15,800
+1,910
53
$716K 0.51%
6,682
+1
54
$697K 0.5%
2,552
-112
55
$697K 0.5%
5,950
+5
56
$687K 0.49%
26,733
57
$664K 0.48%
4,476
-43
58
$648K 0.46%
23,350
+6,250
59
$632K 0.45%
7,171
60
$631K 0.45%
2,656
61
$614K 0.44%
19,784
-680
62
$597K 0.43%
5,717
-101
63
$594K 0.43%
4,119
64
$593K 0.43%
4,060
+12
65
$584K 0.42%
7,484
-374
66
$580K 0.42%
9,438
-43
67
$562K 0.4%
3,339
68
$543K 0.39%
2,335
-121
69
$541K 0.39%
1,543
-10
70
$533K 0.38%
4,176
-75
71
$530K 0.38%
8,583
+106
72
$528K 0.38%
24,326
+340
73
$523K 0.38%
7,702
-124
74
$522K 0.37%
4,741
+466
75
$522K 0.37%
6,001
+600
1 2
3
4 5