SP

Successful Portfolios Portfolio holdings

AUM $181M
1-Year Est. Return 24.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$941K
2
+$767K
3
+$478K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$470K
5
VT icon
Vanguard Total World Stock ETF
VT
+$391K

Top Sells

1
+$5.41M
2
+$1.14M
3
+$295K
4
INTU icon
Intuit
INTU
+$276K
5
CMG icon
Chipotle Mexican Grill
CMG
+$255K

Sector Composition

1 Technology 15.65%
2 Consumer Staples 5.98%
3 Consumer Discretionary 5.03%
4 Industrials 4.63%
5 Healthcare 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$285K 0.17%
7,662
-33
127
$284K 0.17%
356
-85
128
$275K 0.16%
2,705
-219
129
$274K 0.16%
1,972
130
$274K 0.16%
5,870
-181
131
$272K 0.16%
3,804
+180
132
$267K 0.16%
2,870
+4
133
$263K 0.15%
2,370
-28
134
$260K 0.15%
3,258
+24
135
$260K 0.15%
2,781
+200
136
$259K 0.15%
+2,176
137
$254K 0.15%
5,780
-59
138
$254K 0.15%
930
+15
139
$252K 0.15%
817
+114
140
$247K 0.14%
5,478
-363
141
$244K 0.14%
2,927
+36
142
$243K 0.14%
1,231
-68
143
$243K 0.14%
1,853
-238
144
$241K 0.14%
1,112
-170
145
$237K 0.14%
+7,244
146
$237K 0.14%
530
-72
147
$235K 0.14%
5,010
-35
148
$235K 0.14%
11,499
+698
149
$232K 0.14%
790
-163
150
$227K 0.13%
+5,000
4 5
6
7 8