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
1
$10.5M 7.52%
28,045
-88
2
$6.37M 4.57%
247,856
+4,642
3
$5.02M 3.6%
331,020
-10,356
4
$4.14M 2.97%
31,207
-237
5
$3.47M 2.49%
15,595
-333
6
$3.43M 2.46%
9,137
+351
7
$2.73M 1.96%
16,740
-320
8
$2.47M 1.77%
18,975
-130
9
$2.26M 1.62%
44,212
+8,628
10
$2.13M 1.53%
44,385
+189
11
$2.11M 1.51%
10,844
-165
12
$2.06M 1.47%
23,900
+6,546
13
$2.03M 1.46%
14,691
+1,477
14
$2.01M 1.44%
7,577
-232
15
$1.82M 1.3%
66,730
+6,759
16
$1.78M 1.27%
8,347
-102
17
$1.75M 1.25%
9,648
+60
18
$1.72M 1.23%
113,322
+552
19
$1.69M 1.21%
18,477
20
$1.54M 1.1%
85,480
-2,316
21
$1.52M 1.09%
17,400
-620
22
$1.49M 1.07%
10,736
-148
23
$1.38M 0.99%
106,040
-3,320
24
$1.36M 0.98%
13,627
25
$1.35M 0.97%
15,380
-620
1
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