SP

Successful Portfolios Portfolio holdings

AUM $196M
1-Year Est. Return 22.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$782K
2
+$532K
3
+$439K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$267K
5
SNAP icon
Snap
SNAP
+$259K

Top Sells

1
+$270K
2
+$213K
3
+$211K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$148K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$103K

Sector Composition

1 Technology 11.1%
2 Consumer Discretionary 6.2%
3 Consumer Staples 5.98%
4 Industrials 5.54%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$294K 0.21%
3,204
-2,597
127
$291K 0.21%
1,442
128
$289K 0.21%
855
-24
129
$288K 0.21%
8,003
-435
130
$287K 0.21%
8,980
+932
131
$285K 0.2%
4,812
+512
132
$281K 0.2%
3,400
133
$280K 0.2%
4,517
134
$280K 0.2%
1,333
-38
135
$279K 0.2%
5,330
-324
136
$277K 0.2%
4,705
-35
137
$266K 0.19%
1,741
-11
138
$264K 0.19%
1,479
-250
139
$257K 0.18%
5,129
-1,325
140
$254K 0.18%
11,877
-5,082
141
$249K 0.18%
2,589
-61
142
$245K 0.18%
489
+21
143
$243K 0.17%
4,486
144
$238K 0.17%
4,419
-97
145
$237K 0.17%
2,219
-440
146
$236K 0.17%
1,670
-35
147
$235K 0.17%
5,090
148
$233K 0.17%
+3,996
149
$232K 0.17%
4,421
150
$231K 0.17%
1,870
-62
4 5
6
7 8