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
$91.8M
AUM Growth
+$6.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$392K
2
+$369K
3
+$228K
4
GLW icon
Corning
GLW
+$225K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$213K

Top Sells

1
+$164K
2
+$133K
3
+$116K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$97.8K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$70.6K

Sector Composition

1 Technology 8.25%
2 Industrials 6.41%
3 Consumer Staples 6.07%
4 Healthcare 5.47%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.81M 8.5%
26,853
-563
2
$5.08M 5.54%
433,398
+3,210
3
$2.66M 2.9%
107,340
-3,948
4
$1.91M 2.08%
114,104
-6,930
5
$1.78M 1.94%
23,696
-386
6
$1.75M 1.91%
11,712
-125
7
$1.7M 1.85%
14,883
+169
8
$1.65M 1.8%
29,308
+276
9
$1.6M 1.74%
15,960
+220
10
$1.58M 1.72%
7,611
-60
11
$1.49M 1.62%
9,316
12
$1.45M 1.58%
17,045
-197
13
$1.44M 1.57%
18,008
-39
14
$1.4M 1.52%
44,703
-1,884
15
$1.33M 1.45%
48,164
+62
16
$1.28M 1.39%
50,942
-2,808
17
$1.24M 1.35%
15,867
-199
18
$1.2M 1.3%
46,164
+2,416
19
$1.19M 1.3%
42,780
-298
20
$1.16M 1.26%
99,690
-4,548
21
$1.04M 1.13%
17,220
+360
22
$993K 1.08%
16,640
-20
23
$958K 1.04%
6,932
+341
24
$926K 1.01%
12,214
+375
25
$925K 1.01%
5,529
-81
1
2 3 4 5