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
151
$237K 0.17%
1,031
-28
152
$236K 0.17%
856
-1
153
$232K 0.17%
8,138
-1
154
$230K 0.17%
4,099
+2
155
$219K 0.16%
3,767
-20
156
$217K 0.16%
1,403
-20
157
$216K 0.16%
4,922
-2,004
158
$211K 0.15%
3,163
159
$210K 0.15%
6,441
160
$207K 0.15%
5,000
161
$206K 0.15%
+2,473
162
$204K 0.15%
7,381
+428
163
$203K 0.15%
3,312
164
$203K 0.15%
4,395
165
$202K 0.15%
18,023
-39
166
$200K 0.15%
12,150
167
$147K 0.11%
32,926
-19
168
$141K 0.1%
14,428
169
$138K 0.1%
12,505
170
$127K 0.09%
13,912
171
$115K 0.08%
11,671
-2,684
172
$109K 0.08%
1,911
-3
173
$101K 0.07%
14,161
-1,980
174
$78K 0.06%
12,700
175
$52K 0.04%
16,029
+4,902
4 5 6
7
8