SP

Successful Portfolios Portfolio holdings

AUM $196M
1-Year Est. Return 22.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$3.99M
3
+$1.99M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.67M
5
DUK icon
Duke Energy
DUK
+$1.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.49%
2 Consumer Staples 7.38%
3 Industrials 6.91%
4 Communication Services 5.4%
5 Healthcare 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$351K 0.44%
+1,306
77
$347K 0.43%
+9,024
78
$346K 0.43%
+10,080
79
$344K 0.43%
+4,740
80
$341K 0.42%
+3,225
81
$329K 0.41%
+17,575
82
$322K 0.4%
+2,637
83
$317K 0.39%
+5,279
84
$317K 0.39%
+3,130
85
$315K 0.39%
+1,427
86
$310K 0.39%
+4,674
87
$307K 0.38%
+32,403
88
$306K 0.38%
+1,631
89
$305K 0.38%
+5,026
90
$303K 0.38%
+13,050
91
$299K 0.37%
+1,719
92
$299K 0.37%
+2,563
93
$298K 0.37%
+23,866
94
$291K 0.36%
+4,511
95
$286K 0.36%
+4,196
96
$282K 0.35%
+10,019
97
$278K 0.35%
+1,125
98
$263K 0.33%
+14,340
99
$260K 0.32%
+5,314
100
$260K 0.32%
+9,854
2 3
4
5 6