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
$91.5M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$803K
2
+$684K
3
+$262K
4
GIS icon
General Mills
GIS
+$237K
5
BAX icon
Baxter International
BAX
+$217K

Top Sells

1
+$222K
2
+$209K
3
+$198K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$148K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$136K

Sector Composition

1 Technology 7.9%
2 Consumer Staples 6.49%
3 Industrials 6.24%
4 Communication Services 5.69%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$518K 0.57%
6,428
+48
52
$513K 0.56%
5,067
+127
53
$502K 0.55%
9,305
-106
54
$495K 0.54%
6,092
-47
55
$494K 0.54%
2,642
56
$493K 0.54%
4,743
+9
57
$486K 0.53%
36,379
58
$479K 0.52%
4,244
-135
59
$479K 0.52%
3,886
-12
60
$475K 0.52%
11,975
+316
61
$463K 0.51%
4,223
-40
62
$440K 0.48%
3,891
-413
63
$436K 0.48%
8,437
-58
64
$427K 0.47%
6,400
-5
65
$424K 0.46%
24,312
+5,598
66
$421K 0.46%
11,049
+10
67
$419K 0.46%
4,979
-128
68
$407K 0.45%
7,838
+494
69
$399K 0.44%
9,908
-467
70
$395K 0.43%
3,797
-8
71
$392K 0.43%
6,051
72
$389K 0.43%
6,147
+1,701
73
$388K 0.42%
3,165
+2
74
$386K 0.42%
15,050
-500
75
$384K 0.42%
2,301
+57
1 2
3
4 5