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
51
$891K 0.48%
17,305
-85
52
$867K 0.47%
14,684
+158
53
$839K 0.46%
2,495
+99
54
$830K 0.45%
23,750
-400
55
$790K 0.43%
2,655
56
$756K 0.41%
8,118
+261
57
$744K 0.4%
6,525
-123
58
$733K 0.4%
1,460
+4
59
$725K 0.39%
12,380
+145
60
$725K 0.39%
24,471
-484
61
$715K 0.39%
3,336
-3
62
$715K 0.39%
4,144
+20
63
$710K 0.39%
10,349
64
$698K 0.38%
11,407
+80
65
$692K 0.38%
25,686
-1,486
66
$692K 0.38%
5,950
67
$682K 0.37%
26,307
-200
68
$640K 0.35%
2,738
-19
69
$618K 0.34%
1,089
+54
70
$617K 0.34%
5,254
+3
71
$615K 0.33%
13,815
-70
72
$613K 0.33%
19,866
-541
73
$609K 0.33%
4,102
+6
74
$607K 0.33%
7,159
-12
75
$606K 0.33%
5,236
+248
1 2
3
4 5