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
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
1
$11.5M 7.87%
22,059
-872
2
$7.91M 5.4%
87,580
-300
3
$5.78M 3.95%
13,747
-374
4
$5.14M 3.51%
213,210
+2,364
5
$4.41M 3.01%
8,393
+577
6
$4.4M 3%
216,396
+3,450
7
$3.92M 2.68%
22,888
-1,072
8
$3.52M 2.4%
13,539
+1,619
9
$3.46M 2.36%
16,612
-201
10
$2.76M 1.88%
7,186
-151
11
$2.6M 1.77%
44,790
-247
12
$2.56M 1.75%
42,524
+4,706
13
$2.5M 1.7%
32,549
+12,380
14
$2.15M 1.47%
11,935
-152
15
$2.05M 1.4%
119,775
-12,300
16
$2M 1.37%
20,694
-478
17
$1.79M 1.22%
8,697
-9
18
$1.77M 1.21%
9,802
-193
19
$1.76M 1.2%
11,688
-627
20
$1.68M 1.14%
8,174
21
$1.67M 1.14%
10,288
-402
22
$1.63M 1.11%
10,692
-619
23
$1.62M 1.11%
16,094
+6,446
24
$1.51M 1.03%
14,958
+122
25
$1.45M 0.99%
11,551
-127
1
2 3 4 5