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
$85.6M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$474K
2
+$380K
3
+$378K
4
D icon
Dominion Energy
D
+$333K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$313K

Top Sells

1
+$295K
2
+$256K
3
+$212K
4
VIRT icon
Virtu Financial
VIRT
+$206K
5
VOD icon
Vodafone
VOD
+$202K

Sector Composition

1 Technology 7.44%
2 Industrials 6.16%
3 Consumer Staples 6.09%
4 Communication Services 5.25%
5 Healthcare 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$872K 1.02%
71,675
27
$869K 1.01%
11,839
+100
28
$856K 1%
33,046
+75
29
$828K 0.97%
10,612
-135
30
$819K 0.96%
7,705
-265
31
$803K 0.94%
14,837
+656
32
$800K 0.93%
6,591
+153
33
$793K 0.93%
7,569
+20
34
$786K 0.92%
17,928
-154
35
$734K 0.86%
6,733
-350
36
$720K 0.84%
121,560
-4,240
37
$684K 0.8%
4,160
38
$672K 0.78%
13,185
+100
39
$657K 0.77%
13,053
+836
40
$621K 0.73%
2,276
+270
41
$600K 0.7%
12,291
+5,401
42
$592K 0.69%
24,401
+165
43
$591K 0.69%
6,380
-121
44
$573K 0.67%
5,073
-11
45
$558K 0.65%
8,053
+25
46
$543K 0.63%
12,992
47
$534K 0.62%
9,399
-226
48
$506K 0.59%
23,483
+200
49
$504K 0.59%
3,987
-32
50
$502K 0.59%
6,335
-341
1
2
3 4 5