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
$143M
AUM Growth
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1 +$746K
2 +$549K
3 +$383K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$215K
5
MTB icon
M&T Bank
MTB
+$200K

Top Sells

1 +$2.95M
2 +$1.55M
3 +$560K
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$388K
5
MSFT icon
Microsoft
MSFT
+$353K

Sector Composition

1 Technology 18.91%
2 Consumer Staples 5.85%
3 Consumer Discretionary 5.11%
4 Healthcare 4.91%
5 Communication Services 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$147K 0.1%
11,703
+7
152
$132K 0.09%
13,307
153
$128K 0.09%
12,428
154
$114K 0.08%
15,000
155
$107K 0.07%
14,790
156
$86.7K 0.06%
15,000
157
$55.5K 0.04%
20,564
+392
158
$31.3K 0.02%
1,106
-1
159
-2,506
160
-4,277
161
-2,579
162
-2,830
163
-11,943
164
-1,316
165
-2,008
166
-840
167
-3,004
168
-787
169
-1,758
170
-1,377
171
-712
172
-703