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
$138M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$622K
2
+$400K
3
+$344K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$310K
5
TGT icon
Target
TGT
+$277K

Top Sells

1
+$1.33M
2
+$392K
3
+$231K
4
SYY icon
Sysco
SYY
+$227K
5
CMCSA icon
Comcast
CMCSA
+$216K

Sector Composition

1 Technology 10.08%
2 Consumer Staples 6.12%
3 Consumer Discretionary 5.52%
4 Healthcare 5.42%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.89%
15,674
+37
27
$1.16M 0.84%
82,246
-508
28
$1.15M 0.83%
20,449
+5
29
$1.1M 0.8%
36,161
-342
30
$1.08M 0.78%
13,619
-640
31
$1.04M 0.75%
7,743
32
$1.02M 0.74%
12,264
-135
33
$999K 0.72%
21,828
-59
34
$996K 0.72%
10,557
-14
35
$985K 0.71%
7,289
+89
36
$951K 0.69%
38,710
+2,192
37
$949K 0.69%
5,815
-55
38
$939K 0.68%
14,823
-20
39
$926K 0.67%
9,572
40
$894K 0.65%
30,911
+1,345
41
$878K 0.64%
17,824
-1,156
42
$860K 0.62%
9,847
+25
43
$850K 0.62%
33,246
-1,279
44
$820K 0.59%
10,005
-8
45
$812K 0.59%
10,290
+146
46
$787K 0.57%
7,533
+815
47
$782K 0.57%
20,296
-1,803
48
$774K 0.56%
5,390
-25
49
$726K 0.53%
1,436
+12
50
$707K 0.51%
10,402
-17
1
2
3 4 5