SP

Successful Portfolios Portfolio holdings

AUM $181M
1-Year Est. Return 24.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$941K
2
+$767K
3
+$478K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$470K
5
VT icon
Vanguard Total World Stock ETF
VT
+$391K

Top Sells

1
+$5.41M
2
+$1.14M
3
+$295K
4
INTU icon
Intuit
INTU
+$276K
5
CMG icon
Chipotle Mexican Grill
CMG
+$255K

Sector Composition

1 Technology 15.65%
2 Consumer Staples 5.98%
3 Consumer Discretionary 5.03%
4 Industrials 4.63%
5 Healthcare 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$353K 0.21%
2,178
102
$347K 0.2%
2,553
-97
103
$342K 0.2%
7,848
-464
104
$342K 0.2%
1,104
-112
105
$340K 0.2%
1,480
-154
106
$339K 0.2%
7,580
+540
107
$337K 0.2%
13,240
-505
108
$337K 0.2%
29,559
+500
109
$334K 0.2%
4,884
-925
110
$328K 0.19%
1,075
+98
111
$326K 0.19%
76
-8
112
$326K 0.19%
4,854
+2
113
$324K 0.19%
3,404
+83
114
$323K 0.19%
9,379
-55
115
$315K 0.18%
2,500
116
$315K 0.18%
2,747
-238
117
$302K 0.18%
491
-7
118
$297K 0.17%
384
119
$293K 0.17%
3,217
-28
120
$290K 0.17%
1,520
121
$290K 0.17%
5,199
+423
122
$290K 0.17%
4,824
123
$288K 0.17%
4,034
+301
124
$287K 0.17%
5,692
-426
125
$285K 0.17%
+8,492
3 4
5
6 7