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
$106M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$865K
3
+$846K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$604K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$572K

Top Sells

1
+$232K
2
+$212K
3
+$208K
4
LUMN icon
Lumen
LUMN
+$120K
5
VLY icon
Valley National Bancorp
VLY
+$119K

Sector Composition

1 Technology 7.55%
2 Consumer Staples 6.76%
3 Industrials 5.87%
4 Communication Services 5.53%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$227K 0.21%
3,942
+196
127
$226K 0.21%
+2,843
128
$224K 0.21%
+2,547
129
$223K 0.21%
+4,770
130
$221K 0.21%
+4,362
131
$220K 0.21%
5,990
+300
132
$220K 0.21%
+7,533
133
$219K 0.21%
+6,000
134
$217K 0.2%
+4,312
135
$213K 0.2%
+1,181
136
$213K 0.2%
23,267
+1,002
137
$211K 0.2%
600
138
$211K 0.2%
+7,917
139
$210K 0.2%
+1,319
140
$205K 0.19%
2,277
141
$205K 0.19%
3,514
142
$203K 0.19%
11,628
-5,080
143
$203K 0.19%
+3,174
144
$203K 0.19%
1,337
-30
145
$201K 0.19%
+3,314
146
$189K 0.18%
14,478
147
$186K 0.17%
34,288
148
$179K 0.17%
14,032
149
$173K 0.16%
4,912
+491
150
$158K 0.15%
18,910
-938
3 4 5
6
7