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
$91.8M
AUM Growth
+$6.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$392K
2
+$369K
3
+$228K
4
GLW icon
Corning
GLW
+$225K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$213K

Top Sells

1
+$164K
2
+$133K
3
+$116K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$97.8K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$70.6K

Sector Composition

1 Technology 8.25%
2 Industrials 6.41%
3 Consumer Staples 6.07%
4 Healthcare 5.47%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$518K 0.56%
4,683
+970
52
$506K 0.55%
7,477
-5
53
$499K 0.54%
6,335
54
$496K 0.54%
6,408
-57
55
$488K 0.53%
10,033
-663
56
$487K 0.53%
3,985
-2
57
$484K 0.53%
7,113
-175
58
$479K 0.52%
4,389
59
$477K 0.52%
2,642
-2
60
$469K 0.51%
15,190
+350
61
$466K 0.51%
7,467
+197
62
$452K 0.49%
2,684
-66
63
$434K 0.47%
10,381
-193
64
$434K 0.47%
9,105
-1,135
65
$430K 0.47%
33,979
+4,250
66
$424K 0.46%
5,107
-37
67
$422K 0.46%
14,320
-1,700
68
$416K 0.45%
4,737
-27
69
$407K 0.44%
5,673
-20
70
$407K 0.44%
11,108
-215
71
$398K 0.43%
16,050
-400
72
$395K 0.43%
1,484
+19
73
$392K 0.43%
+22,182
74
$381K 0.41%
8,732
-663
75
$379K 0.41%
9,815
+1,075
1 2
3
4 5