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
$125M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$495K
2
+$424K
3
+$407K
4
CGNX icon
Cognex
CGNX
+$326K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$323K

Top Sells

1
+$309K
2
+$236K
3
+$233K
4
BP icon
BP
BP
+$231K
5
GILD icon
Gilead Sciences
GILD
+$207K

Sector Composition

1 Technology 11.36%
2 Consumer Staples 6.49%
3 Consumer Discretionary 6.47%
4 Industrials 5.14%
5 Communication Services 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$462K 0.37%
2,345
+43
77
$454K 0.36%
31,679
78
$451K 0.36%
13,144
+499
79
$450K 0.36%
7,096
-10
80
$448K 0.36%
12,860
+559
81
$431K 0.34%
4,979
82
$425K 0.34%
17,100
-450
83
$416K 0.33%
2,516
-347
84
$411K 0.33%
3,629
-20
85
$407K 0.32%
+5,801
86
$401K 0.32%
15,050
87
$401K 0.32%
7,370
88
$398K 0.32%
5,401
+730
89
$390K 0.31%
9,901
+79
90
$383K 0.31%
8,712
+24
91
$370K 0.3%
14,286
92
$364K 0.29%
3,756
-16
93
$358K 0.29%
9,260
-19
94
$358K 0.29%
2,192
+42
95
$357K 0.28%
1,197
96
$354K 0.28%
998
+16
97
$351K 0.28%
4,442
-289
98
$345K 0.28%
11,620
+100
99
$337K 0.27%
1,763
100
$333K 0.27%
2,495
2 3
4
5 6