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
$82.4M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$893K
3
+$506K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$421K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$309K

Top Sells

1
+$326K
2
+$220K
3
+$219K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$218K
5
D icon
Dominion Energy
D
+$215K

Sector Composition

1 Technology 7.5%
2 Industrials 6.33%
3 Consumer Staples 6.31%
4 Financials 5.04%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$504K 0.61%
11,644
-431
52
$496K 0.6%
23,283
+500
53
$490K 0.59%
4,389
+170
54
$486K 0.59%
8,740
55
$482K 0.59%
11,238
+217
56
$460K 0.56%
27,388
-740
57
$458K 0.56%
4,019
+72
58
$455K 0.55%
5,442
+246
59
$442K 0.54%
7,371
-5
60
$441K 0.54%
17,550
-100
61
$425K 0.52%
2,796
-35
62
$422K 0.51%
9,454
-234
63
$408K 0.5%
7,129
+145
64
$393K 0.48%
6,621
-70
65
$386K 0.47%
29,729
-700
66
$385K 0.47%
2,622
+48
67
$384K 0.47%
5,693
+20
68
$382K 0.46%
5,921
+37
69
$375K 0.46%
3,713
+220
70
$374K 0.45%
7,193
+31
71
$369K 0.45%
41,095
72
$368K 0.45%
4,851
-43
73
$363K 0.44%
3,328
+5
74
$359K 0.44%
10,673
+593
75
$359K 0.44%
2,644
-92
1 2
3
4 5