SP

Successful Portfolios Portfolio holdings

AUM $181M
1-Year Est. Return 24.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$941K
2
+$767K
3
+$478K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$470K
5
VT icon
Vanguard Total World Stock ETF
VT
+$391K

Top Sells

1
+$5.41M
2
+$1.14M
3
+$295K
4
INTU icon
Intuit
INTU
+$276K
5
CMG icon
Chipotle Mexican Grill
CMG
+$255K

Sector Composition

1 Technology 15.65%
2 Consumer Staples 5.98%
3 Consumer Discretionary 5.03%
4 Industrials 4.63%
5 Healthcare 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$488K 0.28%
21,707
77
$474K 0.28%
10,357
+63
78
$464K 0.27%
1,000
79
$450K 0.26%
8,486
80
$443K 0.26%
738
+70
81
$436K 0.25%
8,460
+120
82
$431K 0.25%
1,822
-40
83
$431K 0.25%
15,775
+1,403
84
$420K 0.25%
1,493
-128
85
$418K 0.24%
11,777
-399
86
$414K 0.24%
5,043
-360
87
$406K 0.24%
6,225
+570
88
$405K 0.24%
5,355
+1,970
89
$402K 0.23%
1,164
-147
90
$397K 0.23%
3,566
+800
91
$395K 0.23%
4,718
-127
92
$389K 0.23%
1,377
-90
93
$385K 0.22%
2,482
-44
94
$368K 0.21%
1,114
+259
95
$368K 0.21%
1,519
-25
96
$367K 0.21%
599
-39
97
$365K 0.21%
5,668
+8
98
$362K 0.21%
1,412
+40
99
$361K 0.21%
9,206
100
$354K 0.21%
2,790
-4
2 3
4
5 6