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
$82.4M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$893K
3
+$506K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$421K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$309K

Top Sells

1
+$326K
2
+$220K
3
+$219K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$218K
5
D icon
Dominion Energy
D
+$215K

Sector Composition

1 Technology 7.5%
2 Industrials 6.33%
3 Consumer Staples 6.31%
4 Financials 5.04%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$149K 0.18%
10,712
127
$147K 0.18%
10,000
-500
128
$134K 0.16%
13,326
-610
129
$52K 0.06%
5,000
-250
130
$31K 0.04%
11,473
-226
131
– –
-2,829
132
– –
-4,121
133
– –
-3,383
134
– –
-1,249
135
– –
-6,553
136
– –
-3,589
137
– –
-2,650
138
– –
-3,388
2 3 4 5
6