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
$106M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$865K
3
+$846K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$604K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$572K

Top Sells

1
+$232K
2
+$212K
3
+$208K
4
LUMN icon
Lumen
LUMN
+$120K
5
VLY icon
Valley National Bancorp
VLY
+$119K

Sector Composition

1 Technology 7.55%
2 Consumer Staples 6.76%
3 Industrials 5.87%
4 Communication Services 5.53%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$303K 0.28%
12,250
-100
102
$296K 0.28%
1,771
+301
103
$296K 0.28%
6,035
104
$290K 0.27%
7,654
+315
105
$289K 0.27%
3,350
106
$285K 0.27%
30,895
-100
107
$279K 0.26%
+3,759
108
$277K 0.26%
1,030
109
$276K 0.26%
3,639
+497
110
$273K 0.26%
949
+43
111
$270K 0.25%
+4,500
112
$269K 0.25%
4,874
+451
113
$267K 0.25%
17,053
-14
114
$261K 0.25%
1,260
+27
115
$260K 0.24%
1,172
+72
116
$260K 0.24%
+4,115
117
$257K 0.24%
+2,153
118
$255K 0.24%
15,150
+350
119
$250K 0.23%
4,320
-276
120
$238K 0.22%
1,856
121
$237K 0.22%
5,266
+155
122
$234K 0.22%
2,702
-9
123
$234K 0.22%
4,614
124
$231K 0.22%
5,174
+54
125
$229K 0.22%
2,622
-9
3 4
5
6 7