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
$167M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$486K
3
+$456K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$350K
5
PEP icon
PepsiCo
PEP
+$317K

Top Sells

1
+$250K
2
+$248K
3
+$225K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$219K
5
HPQ icon
HP
HPQ
+$205K

Sector Composition

1 Technology 12%
2 Consumer Discretionary 6.49%
3 Communication Services 5.74%
4 Consumer Staples 5.4%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$569K 0.34%
1,456
-59
77
$566K 0.34%
5,238
-15
78
$558K 0.33%
7,857
+370
79
$537K 0.32%
35,381
+3,702
80
$533K 0.32%
5,251
+655
81
$529K 0.32%
3,541
-22
82
$526K 0.31%
7,005
-120
83
$523K 0.31%
12,628
-5,979
84
$518K 0.31%
25,400
+153
85
$507K 0.3%
4,643
-98
86
$505K 0.3%
3,411
+399
87
$504K 0.3%
16,432
+3,509
88
$489K 0.29%
8,982
-99
89
$479K 0.29%
7,969
-325
90
$479K 0.29%
10,492
+1,066
91
$475K 0.28%
8,914
+948
92
$474K 0.28%
2,169
-25
93
$473K 0.28%
1,751
-11
94
$472K 0.28%
2,220
+31
95
$469K 0.28%
15,762
+1,500
96
$467K 0.28%
812
+12
97
$465K 0.28%
1,035
-5
98
$465K 0.28%
2,370
99
$459K 0.27%
2,088
-46
100
$456K 0.27%
+1,534
2 3
4
5 6