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
$139M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$782K
2
+$563K
3
+$441K
4
SNAP icon
Snap
SNAP
+$313K
5
TSLA icon
Tesla
TSLA
+$298K

Top Sells

1
+$270K
2
+$238K
3
+$211K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$157K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$109K

Sector Composition

1 Technology 11.1%
2 Consumer Discretionary 6.2%
3 Consumer Staples 5.98%
4 Industrials 5.54%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$499K 0.36%
10,324
-38
77
$488K 0.35%
2,345
78
$483K 0.35%
2,257
-259
79
$478K 0.34%
31,679
80
$478K 0.34%
11,597
-1,547
81
$468K 0.34%
2,034
-47
82
$453K 0.33%
12,313
-547
83
$452K 0.32%
9,042
+330
84
$439K 0.31%
14,479
+1,113
85
$433K 0.31%
2,936
-177
86
$431K 0.31%
14,262
-24
87
$430K 0.31%
2,194
88
$430K 0.31%
4,979
89
$429K 0.31%
7,166
+70
90
$423K 0.3%
5,621
-530
91
$421K 0.3%
3,573
-56
92
$420K 0.3%
2,660
+468
93
$409K 0.29%
9,150
-751
94
$408K 0.29%
15,050
95
$407K 0.29%
7,370
96
$407K 0.29%
2,394
-65
97
$401K 0.29%
5,000
98
$389K 0.28%
12,420
+800
99
$388K 0.28%
9,652
-270
100
$381K 0.27%
8,173
+559
2 3
4
5 6