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
$125M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$495K
2
+$424K
3
+$407K
4
CGNX icon
Cognex
CGNX
+$326K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$323K

Top Sells

1
+$309K
2
+$236K
3
+$233K
4
BP icon
BP
BP
+$231K
5
GILD icon
Gilead Sciences
GILD
+$207K

Sector Composition

1 Technology 11.36%
2 Consumer Staples 6.49%
3 Consumer Discretionary 6.47%
4 Industrials 5.14%
5 Communication Services 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.95%
9,588
-350
27
$1.18M 0.94%
16,000
28
$1.04M 0.83%
13,466
-39
29
$1.03M 0.82%
12,582
+108
30
$1.02M 0.82%
6,872
+2
31
$1.01M 0.81%
14,548
-40
32
$926K 0.74%
35,714
-420
33
$923K 0.74%
15,516
+75
34
$922K 0.74%
4,679
+11
35
$920K 0.73%
10,239
+593
36
$911K 0.73%
37,850
+40
37
$893K 0.71%
17,115
+1,258
38
$888K 0.71%
17,980
+181
39
$873K 0.7%
16,869
-554
40
$849K 0.68%
27,671
41
$808K 0.64%
10,017
-5
42
$804K 0.64%
7,390
+30
43
$793K 0.63%
6,719
+211
44
$785K 0.63%
14,288
+51
45
$724K 0.58%
25,814
+554
46
$722K 0.58%
2,456
-82
47
$707K 0.56%
26,439
-934
48
$698K 0.56%
2,664
-65
49
$689K 0.55%
5,945
50
$669K 0.53%
5,202
-30
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2
3 4 5