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
$91.5M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$803K
2
+$684K
3
+$262K
4
GIS icon
General Mills
GIS
+$237K
5
BAX icon
Baxter International
BAX
+$217K

Top Sells

1
+$222K
2
+$209K
3
+$198K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$148K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$136K

Sector Composition

1 Technology 7.9%
2 Consumer Staples 6.49%
3 Industrials 6.24%
4 Communication Services 5.69%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.41%
4,903
+501
77
$374K 0.41%
14,640
-550
78
$360K 0.39%
2,350
-86
79
$358K 0.39%
1,447
+40
80
$356K 0.39%
9,946
+98
81
$356K 0.39%
8,284
-208
82
$350K 0.38%
3,132
+28
83
$345K 0.38%
2,772
+106
84
$340K 0.37%
891
+246
85
$335K 0.37%
5,378
-140
86
$332K 0.36%
13,314
87
$326K 0.36%
1,948
+5
88
$325K 0.36%
4,113
-24
89
$323K 0.35%
1,699
90
$313K 0.34%
17,876
+1,660
91
$310K 0.34%
2,513
+281
92
$301K 0.33%
5,174
93
$300K 0.33%
2,222
-16
94
$292K 0.32%
6,030
-425
95
$289K 0.32%
3,607
-25
96
$285K 0.31%
30,995
-300
97
$282K 0.31%
2,964
-2
98
$281K 0.31%
17,115
-15
99
$279K 0.31%
3,152
+10
100
$278K 0.3%
4,691
+29
2 3
4
5 6