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
$152M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$737K
3
+$513K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$487K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$413K

Top Sells

1
+$689K
2
+$480K
3
+$309K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$224K
5
V icon
Visa
V
+$221K

Sector Composition

1 Technology 11.37%
2 Consumer Discretionary 6.3%
3 Industrials 5.72%
4 Consumer Staples 5.63%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$254K 0.17%
1,283
152
$248K 0.16%
4,050
-420
153
$247K 0.16%
3,996
154
$246K 0.16%
4,724
-99
155
$246K 0.16%
2,107
+200
156
$244K 0.16%
2,706
157
$243K 0.16%
5,310
-10,490
158
$243K 0.16%
2,221
+2
159
$240K 0.16%
7,817
+321
160
$238K 0.16%
6,321
161
$238K 0.16%
837
+20
162
$237K 0.16%
+4,118
163
$236K 0.16%
21,928
-40
164
$235K 0.15%
4,684
-445
165
$234K 0.15%
+2,028
166
$232K 0.15%
5,913
-550
167
$232K 0.15%
1,859
-11
168
$228K 0.15%
4,421
169
$225K 0.15%
+3,452
170
$225K 0.15%
3,661
+74
171
$222K 0.15%
1,670
172
$222K 0.15%
18,095
-220
173
$221K 0.15%
1,379
-100
174
$218K 0.14%
8,964
-982
175
$216K 0.14%
+6,798
4 5 6
7
8