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
$143M
AUM Growth
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$549K
3
+$383K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$215K
5
MTB icon
M&T Bank
MTB
+$200K

Top Sells

1
+$2.95M
2
+$1.55M
3
+$560K
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$388K
5
MSFT icon
Microsoft
MSFT
+$353K

Sector Composition

1 Technology 18.91%
2 Consumer Staples 5.85%
3 Consumer Discretionary 5.11%
4 Healthcare 4.91%
5 Communication Services 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$637K 0.44%
2,985
-379
52
$625K 0.44%
1,239
-93
53
$617K 0.43%
4,899
54
$592K 0.41%
2,927
-394
55
$557K 0.39%
7,724
+68
56
$548K 0.38%
1,076
-101
57
$535K 0.37%
4,680
+1
58
$517K 0.36%
3,305
-930
59
$494K 0.34%
17,099
-117
60
$484K 0.34%
82,403
-70
61
$480K 0.34%
44,470
62
$479K 0.33%
7,221
+81
63
$476K 0.33%
5,186
+199
64
$465K 0.33%
15,029
-239
65
$464K 0.32%
9,049
-32
66
$458K 0.32%
1,467
-8
67
$451K 0.31%
21,707
-900
68
$446K 0.31%
2,076
-492
69
$440K 0.31%
9,048
70
$437K 0.31%
2,184
-118
71
$424K 0.3%
1,874
-295
72
$419K 0.29%
9,203
-319
73
$409K 0.29%
12,222
-543
74
$407K 0.28%
14,530
-658
75
$402K 0.28%
10,341
+7
1 2
3
4 5