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
$113M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$845K
3
+$668K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$517K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$342K

Top Sells

1
+$577K
2
+$243K
3
+$237K
4
CLX icon
Clorox
CLX
+$227K
5
ISRG icon
Intuitive Surgical
ISRG
+$223K

Sector Composition

1 Technology 15.27%
2 Consumer Staples 6.12%
3 Healthcare 5.53%
4 Industrials 5.35%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$212K 0.19%
804
127
$212K 0.19%
27,572
-19
128
$209K 0.19%
3,244
-304
129
$205K 0.18%
+1,341
130
$205K 0.18%
+2,736
131
$204K 0.18%
7,585
132
$204K 0.18%
519
-3
133
$202K 0.18%
6,086
+261
134
$202K 0.18%
1,762
135
$200K 0.18%
3,133
136
$200K 0.18%
+4,513
137
$164K 0.15%
32,801
-32
138
$155K 0.14%
12,495
-525
139
$154K 0.14%
10,150
140
$127K 0.11%
12,405
141
$114K 0.1%
12,428
142
$112K 0.1%
13,407
-505
143
$103K 0.09%
13,564
+23
144
$62.9K 0.06%
1,393
-174
145
$61.5K 0.05%
21,295
146
– –
-1,230
147
– –
-8,394
148
– –
-4,406
149
– –
-6,426
150
– –
-1,427
3 4 5
6
7