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
$91.5M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$803K
2
+$684K
3
+$262K
4
GIS icon
General Mills
GIS
+$237K
5
BAX icon
Baxter International
BAX
+$217K

Top Sells

1
+$222K
2
+$209K
3
+$198K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$148K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$136K

Sector Composition

1 Technology 7.9%
2 Consumer Staples 6.49%
3 Industrials 6.24%
4 Communication Services 5.69%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$277K 0.3%
12,350
102
$277K 0.3%
1,520
+55
103
$270K 0.3%
2,512
+135
104
$267K 0.29%
1,030
105
$265K 0.29%
5,320
-53
106
$255K 0.28%
1,402
+3
107
$255K 0.28%
3,390
108
$242K 0.26%
4,596
109
$237K 0.26%
+4,581
110
$233K 0.25%
961
-30
111
$230K 0.25%
15,700
112
$227K 0.25%
4,614
-100
113
$227K 0.25%
4,397
+30
114
$226K 0.25%
2,693
-632
115
$221K 0.24%
2,748
-30
116
$219K 0.24%
1,367
117
$217K 0.24%
+2,670
118
$216K 0.24%
+2,170
119
$215K 0.24%
+15,150
120
$214K 0.23%
+1,825
121
$211K 0.23%
+6,373
122
$210K 0.23%
+1,100
123
$209K 0.23%
+2,277
124
$208K 0.23%
+5,214
125
$207K 0.23%
+600
2 3 4
5
6