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
$143M
AUM Growth
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$549K
3
+$383K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$215K
5
MTB icon
M&T Bank
MTB
+$200K

Top Sells

1
+$2.95M
2
+$1.55M
3
+$560K
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$388K
5
MSFT icon
Microsoft
MSFT
+$353K

Sector Composition

1 Technology 18.91%
2 Consumer Staples 5.85%
3 Consumer Discretionary 5.11%
4 Healthcare 4.91%
5 Communication Services 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$398K 0.28%
15,357
+1,932
77
$391K 0.27%
1,000
78
$391K 0.27%
20,439
-476
79
$387K 0.27%
2,744
-121
80
$384K 0.27%
2,804
-225
81
$380K 0.27%
2,617
82
$370K 0.26%
772
83
$355K 0.25%
1,828
-467
84
$354K 0.25%
2,227
-746
85
$353K 0.25%
7,808
-916
86
$349K 0.24%
3,825
-50
87
$347K 0.24%
1,711
-80
88
$347K 0.24%
408
+16
89
$344K 0.24%
4,591
-220
90
$341K 0.24%
2,879
-390
91
$333K 0.23%
29,059
-1,000
92
$330K 0.23%
8,295
-1,050
93
$325K 0.23%
10,483
-1,071
94
$323K 0.23%
1,244
-469
95
$312K 0.22%
5,334
-411
96
$312K 0.22%
1,520
97
$306K 0.21%
8,469
+22
98
$300K 0.21%
2,809
99
$298K 0.21%
5,136
-123
100
$296K 0.21%
592
+3
2 3
4
5 6