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
$167M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$486K
3
+$456K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$350K
5
PEP icon
PepsiCo
PEP
+$317K

Top Sells

1
+$250K
2
+$248K
3
+$225K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$219K
5
HPQ icon
HP
HPQ
+$205K

Sector Composition

1 Technology 12%
2 Consumer Discretionary 6.49%
3 Communication Services 5.74%
4 Consumer Staples 5.4%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$448K 0.27%
831
-29
102
$447K 0.27%
5,262
+108
103
$439K 0.26%
5,946
+460
104
$437K 0.26%
7,387
+2,970
105
$433K 0.26%
3,923
+4
106
$430K 0.26%
10,295
-20
107
$428K 0.26%
4,978
108
$423K 0.25%
9,299
-82
109
$421K 0.25%
4,891
-100
110
$407K 0.24%
7,189
+1,537
111
$403K 0.24%
14,990
112
$401K 0.24%
5,000
113
$401K 0.24%
7,320
114
$394K 0.24%
6,160
-50
115
$386K 0.23%
7,103
-93
116
$384K 0.23%
5,672
+480
117
$382K 0.23%
8,231
+615
118
$378K 0.23%
4,672
-130
119
$362K 0.22%
4,643
120
$361K 0.22%
4,607
+358
121
$355K 0.21%
5,060
122
$351K 0.21%
1,039
123
$342K 0.2%
1,323
+42
124
$341K 0.2%
9,893
125
$341K 0.2%
2,567
-10
3 4
5
6 7