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
$138M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$622K
2
+$400K
3
+$344K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$310K
5
TGT icon
Target
TGT
+$277K

Top Sells

1
+$1.33M
2
+$392K
3
+$231K
4
SYY icon
Sysco
SYY
+$227K
5
CMCSA icon
Comcast
CMCSA
+$216K

Sector Composition

1 Technology 10.08%
2 Consumer Staples 6.12%
3 Consumer Discretionary 5.52%
4 Healthcare 5.42%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$457K 0.33%
2,346
77
$456K 0.33%
4,981
-121
78
$456K 0.33%
4,124
79
$449K 0.33%
1,534
80
$448K 0.32%
6,218
-578
81
$442K 0.32%
3,942
-35
82
$433K 0.31%
4,545
-371
83
$427K 0.31%
16,574
-508
84
$420K 0.3%
15,762
85
$414K 0.3%
16,000
-2,426
86
$408K 0.3%
4,981
-10
87
$406K 0.29%
6,190
88
$396K 0.29%
13,129
+100
89
$391K 0.28%
17,246
-778
90
$387K 0.28%
9,575
-22
91
$379K 0.27%
4,690
92
$373K 0.27%
4,086
-993
93
$371K 0.27%
1,620
-18
94
$369K 0.27%
7,406
+20
95
$364K 0.26%
1,126
+82
96
$364K 0.26%
4,836
-73
97
$362K 0.26%
3,913
-275
98
$361K 0.26%
4,708
99
$358K 0.26%
8,958
+21
100
$356K 0.26%
1,578
2 3
4
5 6