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
$134M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$458K
3
+$455K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$452K
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$383K

Top Sells

1
+$956K
2
+$254K
3
+$228K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$223K
5
NVDA icon
NVIDIA
NVDA
+$176K

Sector Composition

1 Technology 17.41%
2 Consumer Discretionary 5.57%
3 Industrials 5.55%
4 Consumer Staples 5.45%
5 Healthcare 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$208K 0.16%
+3,212
152
$204K 0.15%
+1,936
153
$204K 0.15%
3,133
154
$203K 0.15%
+527
155
$202K 0.15%
+1,398
156
$202K 0.15%
+2,154
157
$201K 0.15%
+4,400
158
$200K 0.15%
1,388
+47
159
$198K 0.15%
24,590
+11,026
160
$191K 0.14%
+24,794
161
$163K 0.12%
31,001
-1,800
162
$157K 0.12%
12,890
+395
163
$146K 0.11%
11,943
-462
164
$127K 0.1%
12,428
165
$127K 0.09%
13,307
-100
166
$114K 0.09%
+15,000
167
$108K 0.08%
+14,790
168
$67.7K 0.05%
+15,000
169
$65.4K 0.05%
20,684
-611
170
$61.5K 0.05%
1,124
-269
171
– –
-5,089
172
– –
-11,450
173
– –
-10,150
3 4 5 6
7