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
$152M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$737K
3
+$513K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$487K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$413K

Top Sells

1
+$689K
2
+$480K
3
+$309K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$224K
5
V icon
Visa
V
+$221K

Sector Composition

1 Technology 11.37%
2 Consumer Discretionary 6.3%
3 Industrials 5.72%
4 Consumer Staples 5.63%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$316K 0.21%
826
+7
127
$309K 0.2%
9,893
+141
128
$308K 0.2%
+7,876
129
$306K 0.2%
+2,198
130
$302K 0.2%
3,400
131
$302K 0.2%
12,250
132
$300K 0.2%
6,090
+1,000
133
$300K 0.2%
4,579
+160
134
$295K 0.19%
4,805
+100
135
$291K 0.19%
855
136
$288K 0.19%
5,330
137
$285K 0.19%
1,281
+15
138
$282K 0.19%
5,400
-844
139
$280K 0.18%
4,400
-86
140
$280K 0.18%
1,452
+10
141
$279K 0.18%
4,417
-100
142
$276K 0.18%
15,430
143
$275K 0.18%
5,193
144
$274K 0.18%
6,300
145
$268K 0.18%
11,013
-864
146
$263K 0.17%
1,297
-36
147
$257K 0.17%
7,903
-100
148
$256K 0.17%
2,577
-12
149
$256K 0.17%
+2,164
150
$256K 0.17%
4,644
-1,932
4 5
6
7 8