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
$91.8M
AUM Growth
+$6.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$392K
2
+$369K
3
+$228K
4
GLW icon
Corning
GLW
+$225K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$213K

Top Sells

1
+$164K
2
+$133K
3
+$116K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$97.8K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$70.6K

Sector Composition

1 Technology 8.25%
2 Industrials 6.41%
3 Consumer Staples 6.07%
4 Healthcare 5.47%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$290K 0.32%
2,437
-100
102
$286K 0.31%
4,947
+131
103
$279K 0.3%
4,178
-175
104
$274K 0.3%
3,717
-140
105
$272K 0.3%
5,164
106
$266K 0.29%
716
+110
107
$265K 0.29%
1,129
-15
108
$264K 0.29%
3,242
+10
109
$262K 0.29%
12,350
110
$252K 0.27%
28,685
+2,011
111
$252K 0.27%
5,314
112
$251K 0.27%
5,071
-100
113
$250K 0.27%
4,023
114
$241K 0.26%
17,452
-9,628
115
$238K 0.26%
4,528
-423
116
$233K 0.25%
1,954
-82
117
$228K 0.25%
+2,403
118
$225K 0.25%
3,390
119
$225K 0.25%
+6,382
120
$225K 0.25%
16,200
+500
121
$221K 0.24%
23,867
-120
122
$221K 0.24%
1,343
+26
123
$220K 0.24%
600
124
$217K 0.24%
2,816
-123
125
$216K 0.24%
2,806
-169
2 3 4
5
6