SP
Successful Portfolios Portfolio holdings
AUM $147M
AUM
$147M
AUM Growth
-$2.43M (-2%)
Cap. Flow
+$1.64M
Cap. Flow % of AUM
1.12%
Top 10 Holdings %Top 10 Hldgs %
36.39%
Holding
163
New
2
Increased
56
Reduced
55
Closed
5
Top Buys
| 1 | $546K | |
| 2 | $326K | |
| 3 | $308K | |
| 4 | $238K | |
| 5 | $211K |
Top Sells
| 1 | $68.6K | |
| 2 | $51.1K | |
| 3 | $38.7K | |
| 4 | $38.1K | |
| 5 | $31.6K |
Sector Composition
| 1 | Technology | 15.6% |
| 2 | Consumer Staples | 6.61% |
| 3 | Consumer Discretionary | 5.26% |
| 4 | Healthcare | 4.93% |
| 5 | Industrials | 4.49% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $429K | 0.29% | 2,128 | – | – | |||
| $426K | 0.29% | 10,361 +7 | +0.1% | +$288 | |||
| $421K | 0.29% | 1,220 -17 | -1% | -$5.87K | |||
| $420K | 0.29% | 1,000 | – | – | |||
| $417K | 0.28% | 2,085 +1 | +0.1% | +$200 | |||
| $415K | 0.28% | 14,838 -232 | -2% | -$6.49K | |||
| $396K | 0.27% | 1,633 -16 | -1% | -$3.88K | |||
| $371K | 0.25% | 2,527 | – | – | |||
| $365K | 0.25% | 5,919 | – | – | |||
| $356K | 0.24% | 12,096 | – | – | |||
| $349K | 0.24% | 8,360 -35 | -0.4% | -$1.46K | |||
| $349K | 0.24% | 9,206 -42 | -0.5% | -$1.59K | |||
| $348K | 0.24% | 13,735 -45 | -0.3% | -$1.14K | |||
| $348K | 0.24% | 4,844 -24 | -0.5% | -$1.72K | |||
| $346K | 0.24% | 2,178 | – | – | |||
| $329K | 0.22% | 5,644 +94 | +2% | +$5.49K | |||
| $329K | 0.22% | 3,520 -200 | -5% | -$18.7K | |||
| $328K | 0.22% | 4,156 | – | – | |||
| $327K | 0.22% | 2,648 +1 | +0% | +$124 | |||
| $326K | 0.22% | 5,660 | New | +$326K | |||
| $325K | 0.22% | 29,059 | – | – | |||
| $325K | 0.22% | 2,985 +1 | +0% | +$109 | |||
| $322K | 0.22% | 2,932 +113 | +4% | +$12.4K | |||
| $320K | 0.22% | 84 -2 | -2% | -$7.63K | |||
| $318K | 0.22% | 6,907 +26 | +0.4% | +$1.2K |
