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
$152M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$737K
3
+$513K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$487K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$413K

Top Sells

1
+$689K
2
+$480K
3
+$309K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$224K
5
V icon
Visa
V
+$221K

Sector Composition

1 Technology 11.37%
2 Consumer Discretionary 6.3%
3 Industrials 5.72%
4 Consumer Staples 5.63%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.2M 7.36%
28,164
+119
2
$6.58M 4.34%
256,608
+8,752
3
$5.4M 3.56%
334,908
+3,888
4
$3.99M 2.63%
16,926
+1,331
5
$3.84M 2.53%
31,429
+222
6
$2.95M 1.94%
7,406
-1,731
7
$2.79M 1.84%
54,158
+9,946
8
$2.59M 1.71%
16,720
-20
9
$2.5M 1.65%
18,835
-140
10
$2.31M 1.52%
7,567
-10
11
$2.3M 1.52%
143,778
+30,456
12
$2.25M 1.48%
10,886
+42
13
$2.16M 1.42%
82,497
+15,767
14
$2.07M 1.37%
45,768
+1,383
15
$1.96M 1.29%
21,540
-2,360
16
$1.85M 1.22%
19,182
+705
17
$1.84M 1.21%
9,973
+325
18
$1.82M 1.2%
17,640
+240
19
$1.81M 1.19%
8,336
-11
20
$1.69M 1.11%
12,965
-1,726
21
$1.6M 1.06%
85,320
-160
22
$1.58M 1.04%
15,300
-80
23
$1.54M 1.02%
+29,280
24
$1.45M 0.96%
10,736
25
$1.41M 0.93%
105,840
-200
1
2 3 4 5