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
$80.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$4.09M
3
+$1.98M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.68M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.59M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.49%
2 Consumer Staples 7.38%
3 Industrials 6.91%
4 Communication Services 5.4%
5 Healthcare 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.19M 7.69%
+23,208
2
$4.09M 5.08%
+380,202
3
$1.98M 2.46%
+79,098
4
$1.68M 2.08%
+98,424
5
$1.59M 1.98%
+61,286
6
$1.58M 1.96%
+11,519
7
$1.56M 1.94%
+24,473
8
$1.56M 1.94%
+18,518
9
$1.45M 1.81%
+44,154
10
$1.45M 1.81%
+17,371
11
$1.43M 1.78%
+7,565
12
$1.38M 1.72%
+49,476
13
$1.34M 1.66%
+9,097
14
$1.33M 1.65%
+49,370
15
$1.24M 1.54%
+14,471
16
$1.24M 1.53%
+29,188
17
$1.23M 1.53%
+16,313
18
$1.01M 1.26%
+5,898
19
$953K 1.18%
+10,369
20
$910K 1.13%
+6,516
21
$908K 1.13%
+34,062
22
$872K 1.08%
+14,920
23
$871K 1.08%
+16,640
24
$867K 1.08%
+7,933
25
$840K 1.04%
+18,304
1
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