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
$85.6M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$474K
2
+$380K
3
+$378K
4
D icon
Dominion Energy
D
+$333K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$313K

Top Sells

1
+$295K
2
+$256K
3
+$212K
4
VIRT icon
Virtu Financial
VIRT
+$206K
5
VOD icon
Vodafone
VOD
+$202K

Sector Composition

1 Technology 7.44%
2 Industrials 6.16%
3 Consumer Staples 6.09%
4 Communication Services 5.25%
5 Healthcare 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$370K 0.43%
7,270
+141
77
$364K 0.43%
10,574
-99
78
$359K 0.42%
1,465
-10
79
$350K 0.41%
2,622
80
$345K 0.4%
3,168
-160
81
$339K 0.4%
35,965
-5,130
82
$335K 0.39%
2,981
-29
83
$333K 0.39%
+4,880
84
$332K 0.39%
3,127
-91
85
$331K 0.39%
4,072
-95
86
$320K 0.37%
2,407
+50
87
$314K 0.37%
1,699
-20
88
$311K 0.36%
17,214
-55
89
$308K 0.36%
4,662
90
$304K 0.36%
2,537
-100
91
$299K 0.35%
9,856
-156
92
$287K 0.34%
1,485
+7
93
$283K 0.33%
13,332
-663
94
$281K 0.33%
4,353
-64
95
$279K 0.33%
2,817
-30
96
$276K 0.32%
1,945
-68
97
$276K 0.32%
4,606
-141
98
$274K 0.32%
4,951
-323
99
$273K 0.32%
12,350
-200
100
$268K 0.31%
5,164
+47
2 3
4
5 6