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
$113M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$845K
3
+$668K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$517K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$342K

Top Sells

1
+$577K
2
+$243K
3
+$237K
4
CLX icon
Clorox
CLX
+$227K
5
ISRG icon
Intuitive Surgical
ISRG
+$223K

Sector Composition

1 Technology 15.27%
2 Consumer Staples 6.12%
3 Healthcare 5.53%
4 Industrials 5.35%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.8M 8.68%
22,922
-31
2
$5.99M 5.31%
250,320
-24,096
3
$4.43M 3.92%
14,016
-60
4
$4M 3.54%
23,341
-174
5
$3.98M 3.53%
91,440
+310
6
$3.52M 3.12%
211,977
-10,164
7
$3.3M 2.92%
7,682
+1,989
8
$2.87M 2.54%
17,505
+31
9
$2.34M 2.07%
40,547
+4,430
10
$2.17M 1.93%
7,191
+76
11
$2.13M 1.88%
10,004
+2,432
12
$2.03M 1.8%
38,148
-588
13
$1.69M 1.5%
19,184
-200
14
$1.63M 1.45%
12,489
-109
15
$1.58M 1.4%
33,464
-1,207
16
$1.55M 1.38%
12,210
-65
17
$1.54M 1.36%
10,524
-7
18
$1.52M 1.34%
11,498
+91
19
$1.51M 1.34%
8,173
+89
20
$1.34M 1.18%
13,336
+2,284
21
$1.33M 1.17%
5,032
-12
22
$1.25M 1.11%
9,063
-20
23
$1.19M 1.06%
11,764
+38
24
$1.19M 1.05%
12,240
+1,458
25
$1.17M 1.04%
69,561
-7,311
1
2 3 4 5