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
$113M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$845K
3
+$668K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$517K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$342K

Top Sells

1
+$577K
2
+$243K
3
+$237K
4
CLX icon
Clorox
CLX
+$227K
5
ISRG icon
Intuitive Surgical
ISRG
+$223K

Sector Composition

1 Technology 15.27%
2 Consumer Staples 6.12%
3 Healthcare 5.53%
4 Industrials 5.35%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$349K 0.31%
7,973
-2,192
77
$348K 0.31%
2,444
-3
78
$342K 0.3%
+2,383
79
$335K 0.3%
1,000
80
$328K 0.29%
3,195
-430
81
$325K 0.29%
4,512
-47
82
$324K 0.29%
1,831
-40
83
$323K 0.29%
21,504
+1,362
84
$320K 0.28%
33,059
+1,900
85
$319K 0.28%
1,125
86
$318K 0.28%
3,064
-1
87
$317K 0.28%
8,179
+21
88
$313K 0.28%
5,394
+17
89
$313K 0.28%
873
+7
90
$309K 0.27%
3,415
+100
91
$306K 0.27%
5,231
+142
92
$296K 0.26%
116
93
$295K 0.26%
10,322
+518
94
$286K 0.25%
3,092
95
$279K 0.25%
2,466
96
$277K 0.25%
4,865
97
$275K 0.24%
11,502
-122
98
$271K 0.24%
3,367
-4
99
$267K 0.24%
3,931
-5
100
$261K 0.23%
3,328
2 3
4
5 6