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
76
$410K 0.36%
5,910
-141
77
$406K 0.36%
5,081
-172
78
$403K 0.36%
7,474
-300
79
$398K 0.35%
2,910
-368
80
$398K 0.35%
15,050
81
$394K 0.35%
8,224
-1,455
82
$393K 0.35%
6,048
-346
83
$389K 0.35%
2,150
+10
84
$389K 0.35%
2,595
-150
85
$389K 0.35%
4,693
-177
86
$384K 0.34%
1,810
+39
87
$379K 0.34%
1,289
-198
88
$378K 0.34%
3,244
-692
89
$373K 0.33%
4,043
-169
90
$365K 0.32%
1,660
91
$359K 0.32%
2,168
-84
92
$359K 0.32%
3,065
-70
93
$343K 0.31%
14,226
94
$338K 0.3%
10,448
95
$338K 0.3%
8,945
96
$331K 0.29%
4,459
+344
97
$326K 0.29%
3,238
+197
98
$321K 0.29%
7,392
-262
99
$317K 0.28%
2,520
100
$317K 0.28%
3,732
-28
2 3
4
5 6