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
$143M
AUM Growth
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$549K
3
+$383K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$215K
5
MTB icon
M&T Bank
MTB
+$200K

Top Sells

1
+$2.95M
2
+$1.55M
3
+$560K
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$388K
5
MSFT icon
Microsoft
MSFT
+$353K

Sector Composition

1 Technology 18.91%
2 Consumer Staples 5.85%
3 Consumer Discretionary 5.11%
4 Healthcare 4.91%
5 Communication Services 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$292K 0.2%
4,915
-1,349
102
$291K 0.2%
4,640
+190
103
$287K 0.2%
6,043
-1,031
104
$287K 0.2%
1,967
105
$285K 0.2%
1,327
106
$284K 0.2%
6,272
-418
107
$281K 0.2%
632
108
$274K 0.19%
3,267
+10
109
$274K 0.19%
4,804
+7
110
$274K 0.19%
4,016
-400
111
$270K 0.19%
2,540
112
$269K 0.19%
3,721
+1
113
$267K 0.19%
1,372
-42
114
$264K 0.18%
6,389
-7
115
$262K 0.18%
2,266
116
$259K 0.18%
2,536
-748
117
$258K 0.18%
6,154
-368
118
$255K 0.18%
86
-30
119
$253K 0.18%
2,296
-200
120
$249K 0.17%
2,335
+140
121
$243K 0.17%
1,219
-8
122
$243K 0.17%
9,134
-792
123
$242K 0.17%
27,527
-6
124
$239K 0.17%
925
-200
125
$238K 0.17%
954
3 4
5
6 7