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
$91.5M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$803K
2
+$684K
3
+$262K
4
GIS icon
General Mills
GIS
+$237K
5
BAX icon
Baxter International
BAX
+$217K

Top Sells

1
+$222K
2
+$209K
3
+$198K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$148K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$136K

Sector Composition

1 Technology 7.9%
2 Consumer Staples 6.49%
3 Industrials 6.24%
4 Communication Services 5.69%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$944K 1.03%
36,295
+2,177
27
$935K 1.02%
33,998
+774
28
$914K 1%
6,542
-146
29
$875K 0.96%
16,290
-1,016
30
$863K 0.94%
14,601
+1,089
31
$850K 0.93%
2,986
+28
32
$848K 0.93%
11,585
-220
33
$823K 0.9%
17,554
-143
34
$773K 0.85%
14,900
+730
35
$755K 0.83%
25,380
+8,800
36
$722K 0.79%
4,158
+14
37
$709K 0.78%
14,559
+335
38
$708K 0.77%
23,067
+4,831
39
$684K 0.75%
71,370
40
$651K 0.71%
29,283
-500
41
$646K 0.71%
5,810
-563
42
$641K 0.7%
5,878
-387
43
$629K 0.69%
12,065
-100
44
$628K 0.69%
13,004
+20
45
$587K 0.64%
7,394
+42
46
$581K 0.64%
7,266
+29
47
$559K 0.61%
23,598
-221
48
$537K 0.59%
119,640
-520
49
$536K 0.59%
9,327
+12
50
$525K 0.57%
8,384
-21
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2
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