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
$85.6M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$474K
2
+$380K
3
+$378K
4
D icon
Dominion Energy
D
+$333K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$313K

Top Sells

1
+$295K
2
+$256K
3
+$212K
4
VIRT icon
Virtu Financial
VIRT
+$206K
5
VOD icon
Vodafone
VOD
+$202K

Sector Composition

1 Technology 7.44%
2 Industrials 6.16%
3 Consumer Staples 6.09%
4 Communication Services 5.25%
5 Healthcare 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$496K 0.58%
4,761
+6
52
$491K 0.57%
10,240
-793
53
$488K 0.57%
7,288
-68
54
$474K 0.55%
+16,020
55
$460K 0.54%
10,696
-542
56
$459K 0.54%
11,323
-321
57
$455K 0.53%
4,389
58
$450K 0.53%
6,465
-156
59
$450K 0.53%
2,750
-46
60
$441K 0.52%
7,237
-134
61
$436K 0.51%
27,080
-308
62
$435K 0.51%
9,395
-59
63
$433K 0.51%
7,482
+289
64
$429K 0.5%
5,144
-298
65
$413K 0.48%
16,450
-1,100
66
$404K 0.47%
8,740
67
$399K 0.47%
2,644
68
$397K 0.46%
4,764
-87
69
$387K 0.45%
29,729
70
$381K 0.45%
4,710
+510
71
$381K 0.45%
5,693
72
$378K 0.44%
+1,945
73
$377K 0.44%
5,777
-144
74
$377K 0.44%
3,713
75
$376K 0.44%
8,744
-146
1 2
3
4 5