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
151
$211K 0.14%
+1,377
152
$210K 0.14%
+987
153
$210K 0.14%
3,004
-129
154
$209K 0.14%
+2,579
155
$209K 0.14%
2,278
-1,121
156
$208K 0.14%
1,227
-171
157
$206K 0.14%
+384
158
$204K 0.14%
1,627
-309
159
$202K 0.14%
24,794
160
$201K 0.14%
1,940
-214
161
$201K 0.14%
24,198
-392
162
$163K 0.11%
29,511
-1,490
163
$155K 0.11%
11,696
-1,194
164
$146K 0.1%
11,943
165
$129K 0.09%
13,307
166
$126K 0.09%
12,428
167
$120K 0.08%
14,790
168
$120K 0.08%
15,000
169
$96.3K 0.07%
15,000
170
$52.6K 0.04%
20,172
-512
171
$43K 0.03%
1,107
-17
172
– –
-2,721
173
– –
-1,388
174
– –
-424
175
– –
-3,212
4 5 6
7
8