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
$147M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$649K
3
+$421K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$303K
5
WMT icon
Walmart
WMT
+$283K

Top Sells

1
+$456K
2
+$343K
3
+$289K
4
GILD icon
Gilead Sciences
GILD
+$220K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$215K

Sector Composition

1 Technology 18.28%
2 Consumer Staples 5.61%
3 Consumer Discretionary 5.54%
4 Industrials 5.44%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$668K 0.46%
4,235
-662
52
$665K 0.45%
3,321
-403
53
$655K 0.45%
2,568
-109
54
$647K 0.44%
1,332
+5
55
$636K 0.43%
8,868
-624
56
$625K 0.43%
3,564
+1,056
57
$596K 0.41%
4,679
-130
58
$582K 0.4%
1,177
-37
59
$560K 0.38%
2,830
+1,370
60
$556K 0.38%
7,656
-454
61
$533K 0.36%
2,169
-61
62
$514K 0.35%
82,473
+2,709
63
$510K 0.35%
11,554
-293
64
$498K 0.34%
17,216
-378
65
$476K 0.32%
22,607
-1,000
66
$473K 0.32%
12,765
-1,137
67
$470K 0.32%
15,268
-364
68
$468K 0.32%
2,865
-283
69
$466K 0.32%
9,081
-121
70
$461K 0.31%
4,987
+963
71
$458K 0.31%
7,140
-5
72
$455K 0.31%
44,470
73
$450K 0.31%
3,029
-107
74
$439K 0.3%
2,295
-111
75
$436K 0.3%
2,617
1 2
3
4 5