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
$82.4M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$893K
3
+$506K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$421K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$309K

Top Sells

1
+$326K
2
+$220K
3
+$219K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$218K
5
D icon
Dominion Energy
D
+$215K

Sector Composition

1 Technology 7.5%
2 Industrials 6.33%
3 Consumer Staples 6.31%
4 Financials 5.04%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260K 0.32%
13,995
-345
102
$259K 0.31%
5,117
+190
103
$256K 0.31%
5,446
+295
104
$255K 0.31%
5,314
105
$252K 0.31%
3,991
-5
106
$242K 0.29%
3,926
-270
107
$241K 0.29%
26,913
-5,490
108
$239K 0.29%
6,489
-5
109
$224K 0.27%
36,854
-175
110
$221K 0.27%
+2,926
111
$215K 0.26%
3,483
-65
112
$213K 0.26%
+1,129
113
$207K 0.25%
3,128
-323
114
$206K 0.25%
+6,233
115
$206K 0.25%
+6,463
116
$205K 0.25%
600
117
$203K 0.25%
1,317
-35
118
$202K 0.25%
7,271
-666
119
$200K 0.24%
3,514
-111
120
$198K 0.24%
4,736
-25
121
$185K 0.22%
13,200
+700
122
$177K 0.21%
10,745
-96
123
$171K 0.21%
14,332
124
$169K 0.21%
14,478
125
$161K 0.2%
11,668
+845
2 3 4
5
6