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
$134M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$458K
3
+$455K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$452K
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$383K

Top Sells

1
+$956K
2
+$254K
3
+$228K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$223K
5
NVDA icon
NVIDIA
NVDA
+$176K

Sector Composition

1 Technology 17.41%
2 Consumer Discretionary 5.57%
3 Industrials 5.55%
4 Consumer Staples 5.45%
5 Healthcare 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 8.14%
22,931
+9
2
$5.31M 3.97%
14,121
+105
3
$5.11M 3.82%
210,846
-39,474
4
$4.61M 3.45%
23,960
+619
5
$4.35M 3.25%
87,880
-3,560
6
$3.95M 2.95%
212,946
+969
7
$3.73M 2.79%
7,816
+134
8
$3.24M 2.42%
16,813
-692
9
$2.83M 2.11%
11,920
+1,916
10
$2.63M 1.96%
45,037
+4,490
11
$2.54M 1.9%
7,337
+146
12
$2.5M 1.87%
+132,075
13
$2.05M 1.54%
21,172
+1,988
14
$1.99M 1.49%
37,818
-330
15
$1.84M 1.37%
12,087
-123
16
$1.72M 1.29%
12,315
-174
17
$1.71M 1.28%
8,174
+1
18
$1.59M 1.19%
11,311
-187
19
$1.57M 1.17%
10,690
+166
20
$1.55M 1.16%
20,169
+5,873
21
$1.48M 1.11%
14,836
+1,500
22
$1.47M 1.1%
9,995
+117
23
$1.47M 1.1%
4,947
-85
24
$1.45M 1.09%
30,634
-2,830
25
$1.41M 1.05%
8,706
-357
1
2 3 4 5