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
$147M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$649K
3
+$421K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$303K
5
WMT icon
Walmart
WMT
+$283K

Top Sells

1
+$456K
2
+$343K
3
+$289K
4
GILD icon
Gilead Sciences
GILD
+$220K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$215K

Sector Composition

1 Technology 18.28%
2 Consumer Staples 5.61%
3 Consumer Discretionary 5.54%
4 Industrials 5.44%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$428K 0.29%
1,713
-7
77
$426K 0.29%
2,302
-72
78
$425K 0.29%
9,048
-1,025
79
$421K 0.29%
15,188
-372
80
$419K 0.29%
1,475
-126
81
$417K 0.28%
2,973
-128
82
$415K 0.28%
9,522
-1,221
83
$403K 0.27%
10,334
+5
84
$401K 0.27%
3,269
-114
85
$398K 0.27%
1,000
86
$388K 0.26%
2,506
-10
87
$388K 0.26%
8,724
-1,015
88
$383K 0.26%
1,520
89
$377K 0.26%
1,791
-254
90
$368K 0.25%
20,915
+189
91
$366K 0.25%
3,875
-25
92
$364K 0.25%
116
93
$363K 0.25%
6,264
-954
94
$363K 0.25%
4,811
+770
95
$361K 0.25%
13,425
+1,209
96
$354K 0.24%
9,345
+47
97
$353K 0.24%
7,074
-542
98
$352K 0.24%
5,259
-180
99
$349K 0.24%
5,745
+750
100
$343K 0.23%
772
-1
2 3
4
5 6