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
126
$297K 0.22%
7,067
-25
127
$292K 0.21%
2,614
+141
128
$290K 0.21%
3,497
129
$290K 0.21%
18,887
-339
130
$284K 0.21%
2,486
131
$283K 0.21%
7,931
-5,032
132
$283K 0.21%
7,037
+147
133
$282K 0.2%
3,234
-112
134
$280K 0.2%
6,715
+1,975
135
$279K 0.2%
1,583
-97
136
$278K 0.2%
4,025
137
$277K 0.2%
+1,868
138
$275K 0.2%
6,104
-72
139
$269K 0.2%
1,110
-32
140
$264K 0.19%
7,039
-8
141
$263K 0.19%
31,776
-110
142
$262K 0.19%
1,125
143
$261K 0.19%
919
-18
144
$256K 0.19%
3,174
-32
145
$255K 0.18%
2,107
146
$252K 0.18%
1,113
-13
147
$252K 0.18%
6,799
-150
148
$251K 0.18%
117
-2
149
$249K 0.18%
4,975
150
$245K 0.18%
916
4 5
6
7 8