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
$152M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$737K
3
+$513K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$487K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$413K

Top Sells

1
+$689K
2
+$480K
3
+$309K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$224K
5
V icon
Visa
V
+$221K

Sector Composition

1 Technology 11.37%
2 Consumer Discretionary 6.3%
3 Industrials 5.72%
4 Consumer Staples 5.63%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$406K 0.27%
2,776
-160
102
$403K 0.27%
15,050
103
$400K 0.26%
7,320
-50
104
$398K 0.26%
6,210
105
$398K 0.26%
5,751
-1,951
106
$385K 0.25%
4,978
+168
107
$364K 0.24%
4,834
+101
108
$363K 0.24%
1,028
+20
109
$361K 0.24%
4,960
-30
110
$358K 0.24%
1,134
-24
111
$352K 0.23%
4,643
112
$350K 0.23%
4,293
113
$348K 0.23%
4,852
+40
114
$347K 0.23%
1,741
+34
115
$343K 0.23%
1,039
116
$339K 0.22%
+6,178
117
$338K 0.22%
2,494
+100
118
$335K 0.22%
705
+216
119
$334K 0.22%
4,402
-40
120
$333K 0.22%
3,563
-9
121
$328K 0.22%
2,577
+104
122
$326K 0.21%
8,964
-16
123
$324K 0.21%
2,493
-2
124
$321K 0.21%
1,748
+7
125
$317K 0.21%
1,125
3 4
5
6 7