SP

Successful Portfolios Portfolio holdings

AUM $196M
1-Year Est. Return 22.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$3.99M
3
+$1.99M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.67M
5
DUK icon
Duke Energy
DUK
+$1.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.49%
2 Consumer Staples 7.38%
3 Industrials 6.91%
4 Communication Services 5.4%
5 Healthcare 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$259K 0.32%
+1,932
102
$258K 0.32%
+4,614
103
$253K 0.31%
+7,937
104
$246K 0.31%
+5,151
105
$245K 0.3%
+3,996
106
$245K 0.3%
+6,494
107
$242K 0.3%
+4,950
108
$241K 0.3%
+37,029
109
$233K 0.29%
+3,451
110
$228K 0.28%
+2,757
111
$226K 0.28%
+4,761
112
$226K 0.28%
+3,548
113
$220K 0.27%
+1,249
114
$219K 0.27%
+3,388
115
$218K 0.27%
+4,121
116
$215K 0.27%
+2,650
117
$213K 0.26%
+3,589
118
$212K 0.26%
+3,625
119
$211K 0.26%
+2,829
120
$210K 0.26%
+6,553
121
$209K 0.26%
+1,352
122
$207K 0.26%
+600
123
$205K 0.25%
+3,383
124
$183K 0.23%
+12,500
125
$181K 0.22%
+10,841
2 3 4
5
6