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
$134M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$458K
3
+$455K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$452K
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$383K

Top Sells

1
+$956K
2
+$254K
3
+$228K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$223K
5
NVDA icon
NVIDIA
NVDA
+$176K

Sector Composition

1 Technology 17.41%
2 Consumer Discretionary 5.57%
3 Industrials 5.55%
4 Consumer Staples 5.45%
5 Healthcare 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$639K 0.48%
1,214
+67
52
$634K 0.47%
3,724
+249
53
$633K 0.47%
2,677
+79
54
$610K 0.46%
3,406
-18
55
$596K 0.45%
8,110
-200
56
$595K 0.44%
11,847
-308
57
$558K 0.42%
4,809
-5
58
$548K 0.41%
2,230
+50
59
$540K 0.4%
6,331
+2,400
60
$511K 0.38%
17,594
-7,847
61
$493K 0.37%
3,136
-150
62
$491K 0.37%
23,607
+1,000
63
$482K 0.36%
13,902
-445
64
$472K 0.35%
9,202
-48
65
$470K 0.35%
1,327
-22
66
$461K 0.34%
1,601
+77
67
$458K 0.34%
+79,764
68
$451K 0.34%
15,632
-123
69
$448K 0.33%
15,560
+3,267
70
$433K 0.32%
10,743
+301
71
$429K 0.32%
10,073
+3,900
72
$421K 0.31%
9,739
+9
73
$419K 0.31%
3,148
+198
74
$418K 0.31%
7,145
75
$413K 0.31%
2,508
+125
1 2
3
4 5