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
$82.4M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$893K
3
+$506K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$421K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$309K

Top Sells

1
+$326K
2
+$220K
3
+$219K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$218K
5
D icon
Dominion Energy
D
+$215K

Sector Composition

1 Technology 7.5%
2 Industrials 6.33%
3 Consumer Staples 6.31%
4 Financials 5.04%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.46M 9.06%
28,359
+5,151
2
$4.27M 5.19%
401,748
+21,546
3
$2.39M 2.9%
96,004
+16,906
4
$1.84M 2.24%
109,300
+10,876
5
$1.61M 1.95%
11,857
+338
6
$1.6M 1.94%
24,450
-23
7
$1.58M 1.92%
62,104
+818
8
$1.41M 1.72%
18,247
-271
9
$1.37M 1.66%
7,692
+127
10
$1.37M 1.66%
49,643
+167
11
$1.33M 1.61%
44,805
+651
12
$1.31M 1.59%
14,321
-150
13
$1.29M 1.57%
17,331
-40
14
$1.28M 1.56%
9,274
+177
15
$1.22M 1.48%
29,056
-132
16
$1.21M 1.47%
16,342
+29
17
$1.19M 1.45%
45,301
-4,069
18
$1.12M 1.36%
15,440
+520
19
$994K 1.21%
94,524
+48,084
20
$970K 1.18%
36,874
+2,812
21
$946K 1.15%
32,971
+10,782
22
$914K 1.11%
17,540
+144
23
$904K 1.1%
5,781
-117
24
$893K 1.08%
+71,675
25
$868K 1.05%
16,820
+180
1
2 3 4 5