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
$113M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$845K
3
+$668K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$517K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$342K

Top Sells

1
+$577K
2
+$243K
3
+$237K
4
CLX icon
Clorox
CLX
+$227K
5
ISRG icon
Intuitive Surgical
ISRG
+$223K

Sector Composition

1 Technology 15.27%
2 Consumer Staples 6.12%
3 Healthcare 5.53%
4 Industrials 5.35%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260K 0.23%
2,379
-5
102
$258K 0.23%
1,172
103
$258K 0.23%
2,922
-6
104
$256K 0.23%
6,769
-13
105
$254K 0.22%
11,450
-200
106
$253K 0.22%
1,967
107
$249K 0.22%
6,750
-15
108
$249K 0.22%
489
109
$249K 0.22%
3,448
-67
110
$244K 0.22%
4,136
+57
111
$243K 0.21%
5,042
+460
112
$242K 0.21%
2,508
-5
113
$238K 0.21%
988
-4
114
$236K 0.21%
417
-8
115
$235K 0.21%
3,163
116
$230K 0.2%
6,173
+25
117
$230K 0.2%
866
118
$228K 0.2%
3,154
-122
119
$224K 0.2%
8,178
+6
120
$223K 0.2%
5,089
+3
121
$222K 0.2%
5,427
-46
122
$217K 0.19%
6,708
-479
123
$214K 0.19%
1,247
-20
124
$214K 0.19%
3,640
-7
125
$212K 0.19%
5,000
3 4
5
6 7