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
51
$623K 0.55%
5,756
+20
52
$615K 0.55%
+23,713
53
$578K 0.51%
1,774
+217
54
$558K 0.5%
39,219
-4,182
55
$557K 0.5%
18,142
-4,737
56
$557K 0.5%
4,169
57
$554K 0.49%
6,260
-208
58
$553K 0.49%
4,775
+18
59
$528K 0.47%
9,870
-345
60
$521K 0.46%
36,229
-350
61
$516K 0.46%
10,431
-560
62
$514K 0.46%
2,506
+93
63
$511K 0.45%
2,633
-9
64
$504K 0.45%
6,010
-23
65
$497K 0.44%
+4,968
66
$444K 0.4%
3,565
-596
67
$440K 0.39%
3,653
-131
68
$438K 0.39%
3,932
-179
69
$431K 0.38%
8,636
-706
70
$429K 0.38%
7,280
-1,683
71
$428K 0.38%
1,775
72
$422K 0.38%
3,702
-44
73
$421K 0.37%
4,979
74
$417K 0.37%
11,218
+460
75
$414K 0.37%
+7,350
1 2
3
4 5