SP

Successful Portfolios Portfolio holdings

AUM $181M
1-Year Est. Return 24.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$941K
2
+$767K
3
+$478K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$470K
5
VT icon
Vanguard Total World Stock ETF
VT
+$391K

Top Sells

1
+$5.41M
2
+$1.14M
3
+$295K
4
INTU icon
Intuit
INTU
+$276K
5
CMG icon
Chipotle Mexican Grill
CMG
+$255K

Sector Composition

1 Technology 15.65%
2 Consumer Staples 5.98%
3 Consumer Discretionary 5.03%
4 Industrials 4.63%
5 Healthcare 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$747K 0.44%
9,564
+417
52
$723K 0.42%
4,658
+1,162
53
$721K 0.42%
7,193
-249
54
$719K 0.42%
2,024
+340
55
$702K 0.41%
44,025
-456
56
$697K 0.41%
88,467
57
$624K 0.36%
3,420
+70
58
$613K 0.36%
2,038
-33
59
$613K 0.36%
1,863
-260
60
$592K 0.35%
6,263
+91
61
$592K 0.35%
4,218
-90
62
$583K 0.34%
4,000
+920
63
$579K 0.34%
625
+68
64
$571K 0.33%
7,683
-105
65
$566K 0.33%
2,562
-296
66
$557K 0.33%
1,855
-173
67
$554K 0.32%
6,600
-155
68
$549K 0.32%
5,219
+320
69
$519K 0.3%
6,431
-98
70
$515K 0.3%
6,103
-98
71
$508K 0.3%
5,334
+69
72
$505K 0.29%
17,880
-790
73
$503K 0.29%
14,791
-771
74
$489K 0.29%
6,404
-500
75
$489K 0.29%
7,402
-265
1 2
3
4 5