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
$106M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$865K
3
+$846K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$604K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$572K

Top Sells

1
+$232K
2
+$212K
3
+$208K
4
LUMN icon
Lumen
LUMN
+$120K
5
VLY icon
Valley National Bancorp
VLY
+$119K

Sector Composition

1 Technology 7.55%
2 Consumer Staples 6.76%
3 Industrials 5.87%
4 Communication Services 5.53%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.37M 7.87%
28,208
+2,852
2
$7.09M 6.66%
599,166
+51,000
3
$4.65M 4.37%
183,998
+15,662
4
$2.48M 2.33%
17,846
+1,242
5
$2.42M 2.28%
152,118
+12,888
6
$2.16M 2.03%
77,668
+31,130
7
$1.86M 1.75%
47,076
+762
8
$1.8M 1.69%
7,760
+353
9
$1.72M 1.61%
17,888
-103
10
$1.71M 1.61%
11,334
+1,770
11
$1.69M 1.59%
30,188
+1,908
12
$1.66M 1.56%
61,772
+4,244
13
$1.58M 1.49%
19,648
-56
14
$1.48M 1.39%
17,080
+1,420
15
$1.44M 1.35%
8,512
+97
16
$1.31M 1.23%
10,529
+141
17
$1.26M 1.19%
20,680
+2,940
18
$1.24M 1.17%
4,161
+1,435
19
$1.24M 1.16%
5,752
+352
20
$1.19M 1.11%
9,095
+189
21
$1.16M 1.09%
41,375
+2,277
22
$1.13M 1.07%
16,065
+367
23
$1.09M 1.03%
43,407
+7,737
24
$1.05M 0.98%
+5,543
25
$1.04M 0.98%
36,688
+2,062
1
2 3 4 5