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
$85.6M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$474K
2
+$380K
3
+$378K
4
D icon
Dominion Energy
D
+$333K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$313K

Top Sells

1
+$295K
2
+$256K
3
+$212K
4
VIRT icon
Virtu Financial
VIRT
+$206K
5
VOD icon
Vodafone
VOD
+$202K

Sector Composition

1 Technology 7.44%
2 Industrials 6.16%
3 Consumer Staples 6.09%
4 Communication Services 5.25%
5 Healthcare 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$266K 0.31%
1,095
-30
102
$266K 0.31%
23,987
-38
103
$264K 0.31%
3,857
-69
104
$261K 0.3%
3,232
+65
105
$255K 0.3%
5,314
106
$249K 0.29%
+13,548
107
$245K 0.29%
5,171
-275
108
$239K 0.28%
4,816
-200
109
$239K 0.28%
1,144
+15
110
$233K 0.27%
26,674
-239
111
$228K 0.27%
6,371
-118
112
$225K 0.26%
15,700
+2,500
113
$223K 0.26%
+2,036
114
$223K 0.26%
4,023
+32
115
$222K 0.26%
14,840
+1,514
116
$220K 0.26%
+2,975
117
$216K 0.25%
3,390
-93
118
$213K 0.25%
6,063
-400
119
$213K 0.25%
600
120
$208K 0.24%
1,317
121
$208K 0.24%
3,047
-81
122
$208K 0.24%
2,939
+13
123
$207K 0.24%
+3,037
124
$206K 0.24%
35,918
-936
125
$203K 0.24%
3,514
2 3 4
5
6