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
$167M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$486K
3
+$456K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$350K
5
PEP icon
PepsiCo
PEP
+$317K

Top Sells

1
+$250K
2
+$248K
3
+$225K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$219K
5
HPQ icon
HP
HPQ
+$205K

Sector Composition

1 Technology 12%
2 Consumer Discretionary 6.49%
3 Communication Services 5.74%
4 Consumer Staples 5.4%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$830K 0.5%
7,696
+1,021
52
$813K 0.49%
2,396
+10
53
$763K 0.46%
6,648
-25
54
$761K 0.45%
24,955
-67
55
$737K 0.44%
27,172
-482
56
$731K 0.44%
20,407
+5,191
57
$722K 0.43%
4,988
+515
58
$718K 0.43%
12,235
+5,164
59
$691K 0.41%
5,950
60
$676K 0.4%
26,507
61
$666K 0.4%
11,327
-200
62
$641K 0.38%
10,349
63
$635K 0.38%
2,655
64
$628K 0.38%
5,585
+21
65
$626K 0.37%
20,016
-264
66
$625K 0.37%
14,526
+2,109
67
$613K 0.37%
7,171
68
$608K 0.36%
3,339
69
$604K 0.36%
2,757
-150
70
$601K 0.36%
4,096
+2
71
$590K 0.35%
4,124
72
$589K 0.35%
13,885
-327
73
$587K 0.35%
5,556
-197
74
$584K 0.35%
11,351
+371
75
$572K 0.34%
5,684
-385
1 2
3
4 5