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
$152M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$737K
3
+$513K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$487K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$413K

Top Sells

1
+$689K
2
+$480K
3
+$309K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$224K
5
V icon
Visa
V
+$221K

Sector Composition

1 Technology 11.37%
2 Consumer Discretionary 6.3%
3 Industrials 5.72%
4 Consumer Staples 5.63%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$549K 0.36%
7,467
-17
77
$532K 0.35%
3,761
-715
78
$524K 0.35%
4,176
79
$524K 0.35%
3,259
+1,834
80
$522K 0.34%
2,370
+25
81
$519K 0.34%
5,291
+1,732
82
$519K 0.34%
10,315
-9
83
$518K 0.34%
8,754
+171
84
$513K 0.34%
2,061
+27
85
$496K 0.33%
8,129
-44
86
$485K 0.32%
2,194
87
$478K 0.32%
4,400
+1,196
88
$477K 0.31%
4,556
+115
89
$473K 0.31%
9,240
+50
90
$469K 0.31%
31,679
91
$468K 0.31%
9,051
-99
92
$460K 0.3%
3,563
-10
93
$460K 0.3%
9,522
-130
94
$458K 0.3%
14,262
95
$453K 0.3%
8,832
-210
96
$447K 0.29%
12,348
+35
97
$432K 0.28%
7,164
-2
98
$429K 0.28%
4,979
99
$415K 0.27%
5,000
100
$414K 0.27%
7,096
+38
2 3
4
5 6