SP

Successful Portfolios Portfolio holdings

AUM $181M
1-Year Est. Return 24.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$941K
2
+$767K
3
+$478K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$470K
5
VT icon
Vanguard Total World Stock ETF
VT
+$391K

Top Sells

1
+$5.41M
2
+$1.14M
3
+$295K
4
INTU icon
Intuit
INTU
+$276K
5
CMG icon
Chipotle Mexican Grill
CMG
+$255K

Sector Composition

1 Technology 15.65%
2 Consumer Staples 5.98%
3 Consumer Discretionary 5.03%
4 Industrials 4.63%
5 Healthcare 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$226K 0.13%
25,102
-1,374
152
$226K 0.13%
24,794
153
$223K 0.13%
1,711
-79
154
$222K 0.13%
2,085
155
$222K 0.13%
7,028
-461
156
$218K 0.13%
+4,414
157
$217K 0.13%
+6,494
158
$216K 0.13%
749
-35
159
$215K 0.13%
+1,117
160
$209K 0.12%
2,809
161
$207K 0.12%
3,197
+1
162
$204K 0.12%
+810
163
$203K 0.12%
+1,219
164
$202K 0.12%
+424
165
$200K 0.12%
+1,125
166
$184K 0.11%
19,445
-4,952
167
$180K 0.11%
+10,504
168
$158K 0.09%
15,000
169
$149K 0.09%
25,869
-1,706
170
$139K 0.08%
13,428
+1,000
171
$138K 0.08%
11,574
+3
172
$136K 0.08%
13,832
+3,000
173
$109K 0.06%
15,000
174
$103K 0.06%
15,375
+1,810
175
$89.8K 0.05%
18,141
-1,478
4 5 6
7
8