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
$82.4M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$893K
3
+$506K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$421K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$309K

Top Sells

1
+$326K
2
+$220K
3
+$219K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$218K
5
D icon
Dominion Energy
D
+$215K

Sector Composition

1 Technology 7.5%
2 Industrials 6.33%
3 Consumer Staples 6.31%
4 Financials 5.04%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$351K 0.43%
4,167
-350
77
$343K 0.42%
4,200
-728
78
$337K 0.41%
6,890
+1,940
79
$337K 0.41%
3,218
+188
80
$335K 0.41%
8,890
-134
81
$322K 0.39%
17,269
-306
82
$319K 0.39%
1,478
-153
83
$318K 0.39%
2,637
84
$317K 0.38%
4,662
+151
85
$316K 0.38%
1,475
+48
86
$315K 0.38%
3,167
-58
87
$311K 0.38%
4,747
+7
88
$303K 0.37%
2,357
+148
89
$295K 0.36%
2,529
-34
90
$293K 0.36%
1,719
91
$289K 0.35%
3,010
-120
92
$283K 0.34%
12,550
-500
93
$280K 0.34%
2,847
+90
94
$279K 0.34%
10,012
-7
95
$277K 0.34%
4,417
-257
96
$276K 0.34%
5,274
+248
97
$275K 0.33%
5,016
+402
98
$272K 0.33%
1,125
99
$271K 0.33%
2,013
+81
100
$266K 0.32%
24,025
+159
2 3
4
5 6