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
$125M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$495K
2
+$424K
3
+$407K
4
CGNX icon
Cognex
CGNX
+$326K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$323K

Top Sells

1
+$309K
2
+$236K
3
+$233K
4
BP icon
BP
BP
+$231K
5
GILD icon
Gilead Sciences
GILD
+$207K

Sector Composition

1 Technology 11.36%
2 Consumer Staples 6.49%
3 Consumer Discretionary 6.47%
4 Industrials 5.14%
5 Communication Services 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$330K 0.26%
8,438
+120
102
$329K 0.26%
2,194
103
$326K 0.26%
+5,000
104
$323K 0.26%
+5,365
105
$323K 0.26%
6,454
-3,082
106
$322K 0.26%
13,366
+1,340
107
$318K 0.25%
12,250
108
$313K 0.25%
16,959
-822
109
$306K 0.24%
+1,729
110
$303K 0.24%
9,922
-182
111
$303K 0.24%
3,800
112
$303K 0.24%
1,442
-5
113
$301K 0.24%
6,030
+318
114
$299K 0.24%
5,196
-32
115
$297K 0.24%
4,664
116
$292K 0.23%
4,740
-180
117
$289K 0.23%
6,151
+510
118
$288K 0.23%
1,039
119
$287K 0.23%
1,371
-13
120
$286K 0.23%
2,462
+62
121
$286K 0.23%
7,614
-386
122
$284K 0.23%
4,862
-13
123
$282K 0.23%
7,400
+50
124
$278K 0.22%
3,113
-241
125
$272K 0.22%
3,780
+687
3 4
5
6 7