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
$184M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$482K
3
+$461K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$458K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$280K

Top Sells

1
+$932K
2
+$341K
3
+$284K
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$264K
5
GPC icon
Genuine Parts
GPC
+$212K

Sector Composition

1 Technology 13.49%
2 Consumer Discretionary 6.46%
3 Consumer Staples 5.36%
4 Communication Services 5.26%
5 Healthcare 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 0.9%
10,644
+182
27
$1.58M 0.86%
10,062
-55
28
$1.55M 0.84%
5,779
-38
29
$1.46M 0.79%
37,333
-25
30
$1.42M 0.77%
22,360
+1,514
31
$1.36M 0.74%
9,652
+87
32
$1.35M 0.73%
14,471
+1
33
$1.35M 0.73%
12,763
+80
34
$1.35M 0.73%
13,469
-46
35
$1.23M 0.67%
22,785
-17,294
36
$1.21M 0.66%
7,055
-29
37
$1.18M 0.64%
10,935
+334
38
$1.15M 0.62%
34,609
-23
39
$1.14M 0.62%
40,622
-2,918
40
$1.1M 0.6%
6,939
+74
41
$1.09M 0.6%
6,375
+73
42
$1.08M 0.59%
18,290
-15
43
$1.05M 0.57%
7,730
+34
44
$1.04M 0.57%
20,630
+1,170
45
$1.03M 0.56%
5,927
+50
46
$978K 0.53%
8,867
+721
47
$968K 0.53%
5,134
+16
48
$933K 0.51%
20,598
+10,106
49
$905K 0.49%
29,751
+2,245
50
$900K 0.49%
17,323
+262
1
2
3 4 5