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
$139M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$782K
2
+$563K
3
+$441K
4
SNAP icon
Snap
SNAP
+$313K
5
TSLA icon
Tesla
TSLA
+$298K

Top Sells

1
+$270K
2
+$238K
3
+$211K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$157K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$109K

Sector Composition

1 Technology 11.1%
2 Consumer Discretionary 6.2%
3 Consumer Staples 5.98%
4 Industrials 5.54%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$380K 0.27%
1,008
+10
102
$377K 0.27%
9,190
-70
103
$375K 0.27%
4,441
+661
104
$359K 0.26%
6,576
+546
105
$344K 0.25%
4,810
-386
106
$339K 0.24%
4,643
-21
107
$338K 0.24%
7,058
-342
108
$336K 0.24%
1,707
-56
109
$334K 0.24%
4,442
110
$332K 0.24%
2,495
111
$332K 0.24%
3,559
-241
112
$330K 0.24%
12,250
113
$329K 0.24%
3,572
-184
114
$323K 0.23%
4,733
-129
115
$318K 0.23%
1,039
116
$315K 0.23%
1,158
-59
117
$313K 0.22%
+6,244
118
$311K 0.22%
819
+14
119
$309K 0.22%
4,474
-891
120
$308K 0.22%
4,990
-218
121
$307K 0.22%
1,125
-72
122
$300K 0.22%
4,293
-52
123
$298K 0.21%
2,473
+11
124
$298K 0.21%
+1,266
125
$294K 0.21%
3,204
-2,597
3 4
5
6 7