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
$139M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$782K
2
+$563K
3
+$441K
4
SNAP icon
Snap
SNAP
+$313K
5
TSLA icon
Tesla
TSLA
+$298K

Top Sells

1
+$270K
2
+$238K
3
+$211K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$157K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$109K

Sector Composition

1 Technology 11.1%
2 Consumer Discretionary 6.2%
3 Consumer Staples 5.98%
4 Industrials 5.54%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$230K 0.17%
1,425
-16
152
$229K 0.16%
6,321
153
$229K 0.16%
7,496
-413
154
$228K 0.16%
21,968
155
$227K 0.16%
6,300
156
$227K 0.16%
+6,463
157
$226K 0.16%
1,283
158
$225K 0.16%
4,470
+150
159
$221K 0.16%
1,009
-182
160
$217K 0.16%
+2,706
161
$216K 0.16%
1,907
162
$216K 0.16%
3,587
-155
163
$213K 0.15%
597
164
$212K 0.15%
817
165
$210K 0.15%
+4,823
166
$208K 0.15%
5,193
-1,005
167
$205K 0.15%
2,550
-61
168
$204K 0.15%
+9,946
169
$202K 0.14%
+2,721
170
$200K 0.14%
15,430
+1
171
$198K 0.14%
14,428
-50
172
$194K 0.14%
32,967
173
$183K 0.13%
14,032
174
$165K 0.12%
37,166
+1,602
175
$161K 0.12%
18,315
-4,374
4 5 6
7
8