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
$138M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$622K
2
+$400K
3
+$344K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$310K
5
TGT icon
Target
TGT
+$277K

Top Sells

1
+$1.33M
2
+$392K
3
+$231K
4
SYY icon
Sysco
SYY
+$227K
5
CMCSA icon
Comcast
CMCSA
+$216K

Sector Composition

1 Technology 10.08%
2 Consumer Staples 6.12%
3 Consumer Discretionary 5.52%
4 Healthcare 5.42%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$353K 0.26%
1,332
-3
102
$347K 0.25%
2,559
+15
103
$344K 0.25%
2,088
-65
104
$344K 0.25%
+3,358
105
$341K 0.25%
2,507
-23
106
$339K 0.25%
10,998
-176
107
$338K 0.25%
3,104
+47
108
$337K 0.24%
4,005
+6
109
$330K 0.24%
14,940
110
$329K 0.24%
31,021
-300
111
$320K 0.23%
14,442
-543
112
$318K 0.23%
6,356
+45
113
$313K 0.23%
1,826
-22
114
$313K 0.23%
3,152
+115
115
$312K 0.23%
4,646
+16
116
$311K 0.23%
2,496
-10
117
$310K 0.22%
+6,109
118
$309K 0.22%
7,000
+750
119
$307K 0.22%
3,429
-25
120
$304K 0.22%
3,806
-72
121
$304K 0.22%
1,269
-15
122
$303K 0.22%
782
-17
123
$302K 0.22%
6,282
-1,100
124
$300K 0.22%
2,480
+176
125
$299K 0.22%
1,039
3 4
5
6 7