SP

Successful Portfolios Portfolio holdings

AUM $196M
1-Year Est. Return 22.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.8M
AUM Growth
+$6.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$384K
2
+$368K
3
+$209K
4
GLW icon
Corning
GLW
+$207K
5
ESRX
Express Scripts Holding Company
ESRX
+$205K

Top Sells

1
+$160K
2
+$146K
3
+$115K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$98K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$70.9K

Sector Composition

1 Technology 8.25%
2 Industrials 6.41%
3 Consumer Staples 6.07%
4 Healthcare 5.47%
5 Financials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$379K 0.41%
9,815
+1,075
77
$378K 0.41%
2,612
-10
78
$369K 0.4%
+11,983
79
$363K 0.4%
3,106
-21
80
$356K 0.39%
4,423
-287
81
$354K 0.39%
3,168
82
$352K 0.38%
1,699
83
$348K 0.38%
3,856
-216
84
$339K 0.37%
2,802
-15
85
$336K 0.37%
17,652
+4,104
86
$335K 0.36%
2,035
+90
87
$334K 0.36%
2,967
-14
88
$331K 0.36%
4,546
-60
89
$329K 0.36%
13,314
-18
90
$322K 0.35%
4,577
-303
91
$317K 0.35%
5,845
+92
92
$317K 0.35%
1,944
-1
93
$312K 0.34%
5,768
-9
94
$311K 0.34%
31,295
-4,670
95
$311K 0.34%
9,988
+132
96
$311K 0.34%
4,662
97
$294K 0.32%
6,063
98
$294K 0.32%
1,421
-64
99
$293K 0.32%
17,139
-75
100
$290K 0.32%
1,095
2 3
4
5 6