SP
Successful Portfolios Portfolio holdings
AUM
$196M
1-Year Est. Return
22.1%
This Fund
S&P 500
1 Year Est. Return
+22.1%
AUM
$171M
AUM Growth
+$8.69M
(+5.3%)
Holding
181
Top Buys
| 1 | +$941K | |
| 2 | +$767K | |
| 3 | +$478K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$470K |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$391K |
Top Sells
| 1 | +$5.41M | |
| 2 | +$1.14M | |
| 3 | +$295K | |
| 4 |
Intuit
INTU
|
+$276K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Booking.com
BKNG
$141B
| – | – |
-39
|
|
||
177
Bristol-Myers Squibb
BMY
$122B
| – | – |
-4,887
|
|
||
178
Comcast
CMCSA
$108B
| – | – |
-5,683
|
|
||
|
179
Chipotle Mexican Grill
CMG
$44.8B
| – | – |
-4,535
|
|
||
180
Lam Research
LRCX
$283B
| – | – |
-2,110
|
|
||
|
181
Intuit
INTU
$127B
| – | – |
-351
|
|