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
$80.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$4.09M
3
+$1.98M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.68M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.59M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.49%
2 Consumer Staples 7.38%
3 Industrials 6.91%
4 Communication Services 5.4%
5 Healthcare 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$179K 0.22%
+14,332
127
$179K 0.22%
+14,478
128
$173K 0.21%
+10,500
129
$159K 0.2%
+10,712
130
$143K 0.18%
+13,936
131
$138K 0.17%
+10,823
132
$53K 0.07%
+5,250
133
$36K 0.04%
+11,699
2 3 4 5
6