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
$134M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$458K
3
+$455K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$452K
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$383K

Top Sells

1
+$956K
2
+$254K
3
+$228K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$223K
5
NVDA icon
NVIDIA
NVDA
+$176K

Sector Composition

1 Technology 17.41%
2 Consumer Discretionary 5.57%
3 Industrials 5.55%
4 Consumer Staples 5.45%
5 Healthcare 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$410K 0.31%
2,045
+214
77
$403K 0.3%
3,383
-10
78
$397K 0.3%
2,406
-38
79
$387K 0.29%
1,720
-3
80
$385K 0.29%
7,616
-61
81
$383K 0.29%
+44,470
82
$381K 0.29%
10,329
+7
83
$379K 0.28%
4,024
-60
84
$378K 0.28%
+2,617
85
$377K 0.28%
1,000
86
$355K 0.27%
7,218
+1,791
87
$348K 0.26%
20,726
-778
88
$344K 0.26%
2,516
89
$343K 0.26%
2,250
-201
90
$335K 0.25%
3,976
+609
91
$334K 0.25%
5,439
+208
92
$331K 0.25%
4,846
-19
93
$331K 0.25%
3,618
+290
94
$327K 0.24%
3,900
+485
95
$324K 0.24%
3,014
-50
96
$320K 0.24%
3,399
+307
97
$317K 0.24%
773
-100
98
$316K 0.24%
3,101
+179
99
$316K 0.24%
6,852
-1,121
100
$314K 0.23%
475
+58
2 3
4
5 6