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
$113M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$845K
3
+$668K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$517K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$342K

Top Sells

1
+$577K
2
+$243K
3
+$237K
4
CLX icon
Clorox
CLX
+$227K
5
ISRG icon
Intuitive Surgical
ISRG
+$223K

Sector Composition

1 Technology 15.27%
2 Consumer Staples 6.12%
3 Healthcare 5.53%
4 Industrials 5.35%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$575K 0.51%
8,882
+6
52
$526K 0.47%
4,049
53
$522K 0.46%
3,424
+2
54
$512K 0.45%
3,286
-14
55
$512K 0.45%
2,598
-6
56
$504K 0.45%
3,475
-91
57
$461K 0.41%
9,250
-679
58
$444K 0.39%
2,180
+7
59
$441K 0.39%
14,347
+20
60
$439K 0.39%
10,442
+17
61
$439K 0.39%
22,607
62
$432K 0.38%
12,155
-294
63
$419K 0.37%
15,755
-1,287
64
$413K 0.37%
7,677
+21
65
$410K 0.36%
1,524
+2
66
$408K 0.36%
12,293
+6
67
$405K 0.36%
1,349
-39
68
$400K 0.35%
9,730
-115
69
$393K 0.35%
1,723
-4
70
$391K 0.35%
3,393
-8
71
$375K 0.33%
7,145
+315
72
$372K 0.33%
2,516
+20
73
$363K 0.32%
4,084
-569
74
$358K 0.32%
2,451
-44
75
$354K 0.31%
2,950
-111
1 2
3
4 5