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
$106M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$865K
3
+$846K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$604K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$572K

Top Sells

1
+$232K
2
+$212K
3
+$208K
4
LUMN icon
Lumen
LUMN
+$120K
5
VLY icon
Valley National Bancorp
VLY
+$119K

Sector Composition

1 Technology 7.55%
2 Consumer Staples 6.76%
3 Industrials 5.87%
4 Communication Services 5.53%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$399K 0.37%
15,050
77
$395K 0.37%
4,870
+279
78
$395K 0.37%
6,051
79
$382K 0.36%
9,342
+48
80
$376K 0.35%
3,135
-2
81
$367K 0.34%
10,758
+1,312
82
$364K 0.34%
6,394
-2
83
$363K 0.34%
5,253
+25
84
$357K 0.34%
6,447
+300
85
$347K 0.33%
2,140
+192
86
$343K 0.32%
1,775
+81
87
$343K 0.32%
9,946
+140
88
$341K 0.32%
2,252
-98
89
$340K 0.32%
8,945
+790
90
$338K 0.32%
10,448
+100
91
$328K 0.31%
14,226
+930
92
$326K 0.31%
1,660
+271
93
$324K 0.3%
2,745
+5
94
$323K 0.3%
17,679
-2,538
95
$323K 0.3%
1,487
+50
96
$323K 0.3%
4,691
97
$320K 0.3%
2,520
98
$311K 0.29%
3,760
+183
99
$306K 0.29%
2,200
-6
100
$305K 0.29%
+3,041
2 3
4
5 6