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
$152M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$737K
3
+$513K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$487K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$413K

Top Sells

1
+$689K
2
+$480K
3
+$309K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$224K
5
V icon
Visa
V
+$221K

Sector Composition

1 Technology 11.37%
2 Consumer Discretionary 6.3%
3 Industrials 5.72%
4 Consumer Staples 5.63%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$781K 0.51%
28,960
+342
52
$774K 0.51%
6,796
-2
53
$737K 0.49%
+14,469
54
$722K 0.48%
6,674
-8
55
$713K 0.47%
2,655
-1
56
$690K 0.45%
5,950
57
$687K 0.45%
2,334
-218
58
$674K 0.44%
26,507
-226
59
$659K 0.43%
23,200
-150
60
$655K 0.43%
4,064
+4
61
$641K 0.42%
11,477
-120
62
$640K 0.42%
10,299
+861
63
$620K 0.41%
4,124
+5
64
$619K 0.41%
7,015
+1,394
65
$618K 0.41%
20,202
+418
66
$608K 0.4%
7,171
67
$605K 0.4%
5,900
-101
68
$604K 0.4%
5,717
69
$571K 0.38%
1,535
-8
70
$570K 0.38%
5,255
+514
71
$566K 0.37%
3,329
-10
72
$566K 0.37%
24,750
+424
73
$559K 0.37%
2,195
-62
74
$557K 0.37%
2,456
+121
75
$553K 0.36%
14,286
-193
1 2
3
4 5