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
$112M
AUM Growth
+$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$615K
3
+$497K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$432K
5
TFC icon
Truist Financial
TFC
+$414K

Top Sells

1
+$664K
2
+$426K
3
+$352K
4
STI
SunTrust Banks, Inc.
STI
+$323K
5
DHR icon
Danaher
DHR
+$238K

Sector Composition

1 Technology 8.54%
2 Consumer Staples 6.47%
3 Industrials 5.78%
4 Communication Services 5.33%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.93%
15,620
-960
27
$1.01M 0.9%
12,345
-758
28
$1M 0.89%
20,391
+2,859
29
$1M 0.89%
35,527
-2,564
30
$975K 0.87%
17,616
31
$975K 0.87%
12,038
+365
32
$975K 0.87%
13,979
-2,086
33
$970K 0.86%
6,648
-192
34
$944K 0.84%
15,377
-397
35
$867K 0.77%
30,616
-6,072
36
$844K 0.75%
13,944
37
$832K 0.74%
14,946
+47
38
$815K 0.73%
27,216
+501
39
$781K 0.7%
6,860
+615
40
$713K 0.63%
5,115
-304
41
$704K 0.63%
29,083
-200
42
$693K 0.62%
23,467
-855
43
$689K 0.61%
7,934
44
$671K 0.6%
5,967
+158
45
$671K 0.6%
10,988
-915
46
$671K 0.6%
114,040
-3,800
47
$662K 0.59%
4,487
+77
48
$634K 0.56%
13,814
-366
49
$625K 0.56%
7,192
-208
50
$625K 0.56%
9,805
-25
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2
3 4 5