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
$148M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1 +$507K
2 +$306K
3 +$274K
4
GLW icon
Corning
GLW
+$245K
5
LOW icon
Lowe's Companies
LOW
+$228K

Sector Composition

1 Technology 17.63%
2 Consumer Staples 6.61%
3 Consumer Discretionary 5.64%
4 Healthcare 5.11%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$207K 0.14%
1,219
152
$205K 0.14%
+6,307
153
$203K 0.14%
+587
154
$203K 0.14%
5,000
155
$202K 0.14%
+2,406
156
$168K 0.11%
28,916
-945
157
$139K 0.09%
13,307
158
$135K 0.09%
12,428
159
$124K 0.08%
15,000
160
$121K 0.08%
11,493
-210
161
$112K 0.08%
14,790
162
$78.3K 0.05%
15,000
163
$60.6K 0.04%
19,678
-886
164
-1,106
165
-384
166
-2,540
167
-2,266
168
-3,640
169
-383