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
$167M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$486K
3
+$456K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$350K
5
PEP icon
PepsiCo
PEP
+$317K

Top Sells

1
+$250K
2
+$248K
3
+$225K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$219K
5
HPQ icon
HP
HPQ
+$205K

Sector Composition

1 Technology 12%
2 Consumer Discretionary 6.49%
3 Communication Services 5.74%
4 Consumer Staples 5.4%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$274K 0.16%
9,701
+542
152
$274K 0.16%
858
+3
153
$272K 0.16%
4,400
154
$268K 0.16%
2,107
155
$268K 0.16%
4,434
+26
156
$264K 0.16%
5,962
-89
157
$261K 0.16%
14,931
+1
158
$260K 0.16%
3,537
-654
159
$255K 0.15%
2,706
160
$255K 0.15%
3,174
+41
161
$250K 0.15%
5,875
-933
162
$248K 0.15%
6,239
-50
163
$247K 0.15%
3,929
+207
164
$246K 0.15%
1,063
165
$245K 0.15%
1,477
+20
166
$242K 0.14%
8,840
-125
167
$238K 0.14%
1,640
168
$235K 0.14%
4,709
+109
169
$234K 0.14%
21,928
170
$234K 0.14%
+3,343
171
$232K 0.14%
7,883
-20
172
$231K 0.14%
6,325
+25
173
$228K 0.14%
4,421
174
$227K 0.14%
1,133
-2
175
$223K 0.13%
2,596
-35
5 6
7
8 9