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
$125M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$495K
2
+$424K
3
+$407K
4
CGNX icon
Cognex
CGNX
+$326K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$323K

Top Sells

1
+$309K
2
+$236K
3
+$233K
4
BP icon
BP
BP
+$231K
5
GILD icon
Gilead Sciences
GILD
+$207K

Sector Composition

1 Technology 11.36%
2 Consumer Staples 6.49%
3 Consumer Discretionary 6.47%
4 Industrials 5.14%
5 Communication Services 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$668K 0.53%
26,733
52
$648K 0.52%
6,728
+227
53
$633K 0.51%
7,171
54
$631K 0.5%
20,464
-38
55
$629K 0.5%
10,581
-11
56
$626K 0.5%
4,519
+329
57
$622K 0.5%
7,858
-278
58
$610K 0.49%
13,890
+2,213
59
$605K 0.48%
5,818
+200
60
$585K 0.47%
6,681
61
$582K 0.46%
16,356
-1,676
62
$568K 0.45%
2,656
63
$556K 0.44%
3,339
64
$542K 0.43%
4,048
-243
65
$538K 0.43%
4,251
66
$529K 0.42%
2,081
+69
67
$516K 0.41%
23,986
+214
68
$515K 0.41%
8,477
+1,675
69
$514K 0.41%
9,481
-15
70
$503K 0.4%
4,119
71
$501K 0.4%
10,362
-6
72
$499K 0.4%
7,826
-271
73
$484K 0.39%
1,553
-5
74
$472K 0.38%
4,275
+169
75
$463K 0.37%
2,459
-5
1 2
3
4 5