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
$134M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$458K
3
+$455K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$452K
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$383K

Top Sells

1
+$956K
2
+$254K
3
+$228K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$223K
5
NVDA icon
NVIDIA
NVDA
+$176K

Sector Composition

1 Technology 17.41%
2 Consumer Discretionary 5.57%
3 Industrials 5.55%
4 Consumer Staples 5.45%
5 Healthcare 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$313K 0.23%
9,298
+1,120
102
$311K 0.23%
8,240
+1,532
103
$310K 0.23%
+12,216
104
$309K 0.23%
4,041
+593
105
$309K 0.23%
28,059
-5,000
106
$308K 0.23%
1,125
107
$301K 0.23%
116
108
$290K 0.22%
+3,848
109
$289K 0.22%
+1,162
110
$288K 0.22%
8,146
-33
111
$288K 0.22%
483
-6
112
$287K 0.21%
5,597
+203
113
$287K 0.21%
4,526
+390
114
$279K 0.21%
+1,520
115
$277K 0.21%
2,374
-5
116
$277K 0.21%
+4,995
117
$277K 0.21%
1,447
+200
118
$275K 0.21%
11,089
-413
119
$274K 0.2%
6,613
-137
120
$274K 0.2%
2,336
-130
121
$268K 0.2%
1,967
122
$260K 0.19%
3,335
+181
123
$257K 0.19%
589
+70
124
$256K 0.19%
1,107
-65
125
$254K 0.19%
+1,460
3 4
5
6 7