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 Inc. Common Stock
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
126
$256K 0.17%
4,043
-31
127
$252K 0.17%
632
-5
128
$251K 0.17%
9,926
-1,163
129
$249K 0.17%
3,720
+476
130
$247K 0.17%
+2,540
131
$246K 0.17%
6,545
-211
132
$244K 0.17%
483
133
$243K 0.17%
972
-68
134
$240K 0.16%
7,578
-165
135
$239K 0.16%
5,510
-200
136
$238K 0.16%
954
-153
137
$236K 0.16%
2,195
138
$234K 0.16%
6,522
-91
139
$233K 0.16%
804
140
$233K 0.16%
358
141
$230K 0.16%
27,533
-16
142
$228K 0.16%
787
-49
143
$222K 0.15%
2,775
-1,073
144
$219K 0.15%
524
-3
145
$216K 0.15%
4,277
146
$214K 0.15%
+840
147
$214K 0.15%
2,008
-5
148
$214K 0.15%
1,758
-4
149
$213K 0.15%
3,374
-206
150
$212K 0.14%
5,000
4 5
6
7 8