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
$147M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$649K
3
+$421K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$303K
5
WMT icon
Walmart
WMT
+$283K

Top Sells

1
+$456K
2
+$343K
3
+$289K
4
GILD icon
Gilead Sciences
GILD
+$220K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$215K

Sector Composition

1 Technology 18.28%
2 Consumer Staples 5.61%
3 Consumer Discretionary 5.54%
4 Industrials 5.44%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$333K 0.23%
30,059
+2,000
102
$318K 0.22%
8,447
+301
103
$305K 0.21%
6,690
-162
104
$302K 0.21%
2,809
-205
105
$291K 0.2%
3,284
-334
106
$291K 0.2%
5,360
-237
107
$291K 0.2%
1,967
108
$290K 0.2%
4,416
-110
109
$287K 0.2%
392
-83
110
$283K 0.19%
589
111
$283K 0.19%
2,496
-12
112
$277K 0.19%
4,797
-49
113
$276K 0.19%
3,134
-29
114
$276K 0.19%
3,355
-621
115
$273K 0.19%
1,327
-120
116
$273K 0.19%
1,125
117
$272K 0.19%
3,257
-78
118
$268K 0.18%
6,396
-1,844
119
$267K 0.18%
7,373
+1,122
120
$265K 0.18%
+1,316
121
$265K 0.18%
1,414
+1
122
$262K 0.18%
2,266
-70
123
$259K 0.18%
4,450
+50
124
$259K 0.18%
712
-15
125
$258K 0.18%
703
3 4
5
6 7