SP

Successful Portfolios Portfolio holdings

AUM $181M
1-Year Est. Return 24.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$941K
2
+$767K
3
+$478K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$470K
5
VT icon
Vanguard Total World Stock ETF
VT
+$391K

Top Sells

1
+$5.41M
2
+$1.14M
3
+$295K
4
INTU icon
Intuit
INTU
+$276K
5
CMG icon
Chipotle Mexican Grill
CMG
+$255K

Sector Composition

1 Technology 15.65%
2 Consumer Staples 5.98%
3 Consumer Discretionary 5.03%
4 Industrials 4.63%
5 Healthcare 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.4M 4.9%
12,608
-1,772
2
$7.95M 4.64%
11,881
+730
3
$6.28M 3.67%
12,133
-352
4
$6.15M 3.59%
77,887
+11,963
5
$6.05M 3.53%
18,430
+693
6
$5.73M 3.35%
30,721
-31,028
7
$5.45M 3.18%
211,942
+1,218
8
$5.38M 3.14%
52,183
+146
9
$4.95M 2.89%
202,762
+1,339
10
$4.92M 2.87%
19,326
-1,057
11
$4.59M 2.68%
32,556
+6
12
$2.98M 1.74%
50,557
+54
13
$2.86M 1.67%
13,003
+931
14
$2.84M 1.66%
7,019
-62
15
$2.69M 1.57%
93,401
-1,775
16
$2.49M 1.45%
24,719
-264
17
$2.43M 1.42%
19,676
-25
18
$2.3M 1.34%
87,481
+3,910
19
$2.13M 1.24%
8,770
-1,410
20
$2.12M 1.24%
21,200
-231
21
$2M 1.16%
8,193
-1,116
22
$1.93M 1.12%
26,210
+1,313
23
$1.87M 1.09%
9,433
+978
24
$1.76M 1.03%
11,388
-16
25
$1.71M 1%
31,707
-38
1
2 3 4 5