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
$143M
AUM Growth
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$549K
3
+$383K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$215K
5
MTB icon
M&T Bank
MTB
+$200K

Top Sells

1
+$2.95M
2
+$1.55M
3
+$560K
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$388K
5
MSFT icon
Microsoft
MSFT
+$353K

Sector Composition

1 Technology 18.91%
2 Consumer Staples 5.85%
3 Consumer Discretionary 5.11%
4 Healthcare 4.91%
5 Communication Services 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$235K 0.16%
358
127
$234K 0.16%
2,984
-371
128
$234K 0.16%
5,000
129
$232K 0.16%
970
-2
130
$231K 0.16%
804
131
$231K 0.16%
3,640
-403
132
$230K 0.16%
3,315
-59
133
$227K 0.16%
1,607
-20
134
$224K 0.16%
384
135
$224K 0.16%
2,846
-288
136
$224K 0.16%
2,206
-72
137
$222K 0.15%
987
138
$217K 0.15%
6,092
-1,281
139
$216K 0.15%
5,511
+1
140
$215K 0.15%
2,742
-33
141
$213K 0.15%
6,278
-1,300
142
$213K 0.15%
383
-100
143
$212K 0.15%
6,136
-409
144
$210K 0.15%
5,057
-303
145
$210K 0.15%
24,794
146
$208K 0.15%
1,941
+1
147
$205K 0.14%
453
-71
148
$204K 0.14%
24,224
+26
149
$200K 0.14%
+1,323
150
$167K 0.12%
29,861
+350
3 4 5
6
7