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
$139M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$782K
2
+$563K
3
+$441K
4
SNAP icon
Snap
SNAP
+$313K
5
TSLA icon
Tesla
TSLA
+$298K

Top Sells

1
+$270K
2
+$238K
3
+$211K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$157K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$109K

Sector Composition

1 Technology 11.1%
2 Consumer Discretionary 6.2%
3 Consumer Staples 5.98%
4 Industrials 5.54%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$154K 0.11%
17,442
-146
177
$150K 0.11%
10,712
178
$138K 0.1%
4,092
-574
179
$116K 0.08%
1,824
+14
180
$73K 0.05%
10,800
+200
181
$62K 0.04%
11,119
+2
182
$31K 0.02%
+13,050
183
– –
-1,427
184
– –
-5,181
185
– –
-10,000
4 5 6 7
8