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
$134M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$458K
3
+$455K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$452K
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$383K

Top Sells

1
+$956K
2
+$254K
3
+$228K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$223K
5
NVDA icon
NVIDIA
NVDA
+$176K

Sector Composition

1 Technology 17.41%
2 Consumer Discretionary 5.57%
3 Industrials 5.55%
4 Consumer Staples 5.45%
5 Healthcare 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$250K 0.19%
5,710
+1,197
127
$250K 0.19%
3,163
128
$245K 0.18%
804
129
$244K 0.18%
2,508
130
$243K 0.18%
6,756
-13
131
$242K 0.18%
1,040
+52
132
$240K 0.18%
7,743
+158
133
$238K 0.18%
2,195
-1,000
134
$225K 0.17%
6,251
+165
135
$224K 0.17%
1,762
136
$224K 0.17%
+358
137
$222K 0.17%
+1,413
138
$220K 0.16%
2,721
-15
139
$219K 0.16%
3,580
-60
140
$218K 0.16%
4,277
-765
141
$218K 0.16%
+727
142
$218K 0.16%
+2,013
143
$216K 0.16%
27,549
-23
144
$215K 0.16%
+424
145
$215K 0.16%
+637
146
$213K 0.16%
3,244
147
$212K 0.16%
836
-30
148
$210K 0.16%
+4,074
149
$209K 0.16%
5,000
150
$208K 0.16%
+703
3 4 5
6
7