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
$147M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$649K
3
+$421K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$303K
5
WMT icon
Walmart
WMT
+$283K

Top Sells

1
+$456K
2
+$343K
3
+$289K
4
GILD icon
Gilead Sciences
GILD
+$220K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$215K

Sector Composition

1 Technology 18.28%
2 Consumer Staples 5.61%
3 Consumer Discretionary 5.54%
4 Industrials 5.44%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.99%
14,532
+752
27
$1.43M 0.98%
69,129
-1,605
28
$1.4M 0.96%
4,980
+33
29
$1.36M 0.93%
7,486
-112
30
$1.35M 0.92%
28,245
-2,389
31
$1.35M 0.92%
32,103
-316
32
$1.27M 0.87%
51,782
+3,824
33
$1.27M 0.86%
20,997
+1,199
34
$1.12M 0.76%
18,307
-215
35
$1.09M 0.74%
8,921
-99
36
$1.03M 0.7%
8,825
-509
37
$1.01M 0.69%
5,539
+283
38
$978K 0.67%
1,257
-52
39
$940K 0.64%
7,124
-203
40
$933K 0.64%
8,440
+469
41
$885K 0.6%
7,788
-80
42
$858K 0.59%
8,798
-260
43
$842K 0.57%
43,134
-800
44
$820K 0.56%
5,182
-432
45
$794K 0.54%
12,419
-8
46
$756K 0.52%
7,719
+995
47
$735K 0.5%
4,199
-120
48
$717K 0.49%
3,364
-42
49
$710K 0.48%
4,899
50
$699K 0.48%
5,932
-399
1
2
3 4 5