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
$91.8M
AUM Growth
+$6.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$392K
2
+$369K
3
+$228K
4
GLW icon
Corning
GLW
+$225K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$213K

Top Sells

1
+$164K
2
+$133K
3
+$116K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$97.8K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$70.6K

Sector Composition

1 Technology 8.25%
2 Industrials 6.41%
3 Consumer Staples 6.07%
4 Healthcare 5.47%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$887K 0.97%
7,583
+14
27
$878K 0.96%
10,550
-62
28
$866K 0.94%
32,106
-1,084
29
$840K 0.91%
119,560
-2,000
30
$835K 0.91%
32,463
-583
31
$828K 0.9%
17,499
-161
32
$822K 0.9%
17,789
-139
33
$812K 0.88%
15,031
+194
34
$811K 0.88%
7,689
-16
35
$806K 0.88%
71,675
36
$755K 0.82%
2,578
+302
37
$738K 0.8%
6,833
+100
38
$733K 0.8%
4,158
-2
39
$714K 0.78%
14,757
+2,466
40
$711K 0.77%
13,312
+259
41
$641K 0.7%
12,685
-500
42
$639K 0.7%
25,181
+780
43
$603K 0.66%
6,380
44
$562K 0.61%
8,253
+200
45
$560K 0.61%
4,962
+201
46
$560K 0.61%
5,058
-15
47
$555K 0.6%
9,202
-197
48
$553K 0.6%
26,683
+3,200
49
$544K 0.59%
12,984
-8
50
$531K 0.58%
7,237
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2
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