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
$167M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$486K
3
+$456K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$350K
5
PEP icon
PepsiCo
PEP
+$317K

Top Sells

1
+$250K
2
+$248K
3
+$225K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$219K
5
HPQ icon
HP
HPQ
+$205K

Sector Composition

1 Technology 12%
2 Consumer Discretionary 6.49%
3 Communication Services 5.74%
4 Consumer Staples 5.4%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$336K 0.2%
2,534
+3
127
$336K 0.2%
4,793
+500
128
$332K 0.2%
5,930
+600
129
$328K 0.2%
1,172
+11
130
$324K 0.19%
2,486
-7
131
$323K 0.19%
6,090
132
$322K 0.19%
3,400
133
$316K 0.19%
1,919
+41
134
$315K 0.19%
12,250
135
$313K 0.19%
1,784
-1,167
136
$312K 0.19%
3,537
137
$311K 0.19%
2,337
-1,396
138
$307K 0.18%
2,447
+18
139
$305K 0.18%
2,542
140
$297K 0.18%
20,999
+94
141
$292K 0.17%
4,002
-100
142
$288K 0.17%
1,125
143
$287K 0.17%
6,108
+30
144
$286K 0.17%
4,448
-109
145
$286K 0.17%
1,252
-31
146
$285K 0.17%
4,085
+15
147
$284K 0.17%
4,755
-50
148
$280K 0.17%
11,295
+165
149
$276K 0.16%
1,859
150
$275K 0.16%
1,297
4 5
6
7 8