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
$116M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$256K
2
+$231K
3
+$223K
4
CEG icon
Constellation Energy
CEG
+$218K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$213K

Top Sells

1
+$4.31M
2
+$3.83M
3
+$3.04M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.85M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.49M

Sector Composition

1 Technology 15.75%
2 Consumer Staples 7.01%
3 Industrials 5.94%
4 Healthcare 5.4%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$547K 0.47%
1,137
-283
52
$519K 0.45%
3,566
-3,486
53
$506K 0.44%
4,887
-732
54
$498K 0.43%
9,929
-7,041
55
$489K 0.42%
14,327
-835
56
$472K 0.41%
10,425
-293
57
$470K 0.4%
22,607
-200
58
$467K 0.4%
17,042
-14,447
59
$462K 0.4%
10,165
-84,131
60
$451K 0.39%
12,287
-1,585
61
$450K 0.39%
9,845
-117
62
$447K 0.38%
4,559
-167
63
$445K 0.38%
2,173
-5
64
$436K 0.38%
4,454
-575
65
$434K 0.37%
4,653
-217
66
$416K 0.36%
12,449
-2,672
67
$398K 0.34%
1,388
-930
68
$396K 0.34%
7,656
-1,665
69
$387K 0.33%
3,625
-2,510
70
$381K 0.33%
3,401
-493
71
$379K 0.33%
1,727
-94
72
$375K 0.32%
2,447
-55
73
$372K 0.32%
6,830
74
$350K 0.3%
1,871
-158
75
$344K 0.3%
5,377
-1,160
1 2
3
4 5