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
76
$597K 0.32%
18,976
-1,040
77
$593K 0.32%
2,355
-15
78
$593K 0.32%
15,762
79
$591K 0.32%
3,541
80
$588K 0.32%
5,557
+1
81
$575K 0.31%
1,534
82
$563K 0.31%
5,237
-1
83
$562K 0.31%
8,872
-110
84
$561K 0.3%
35,981
+600
85
$552K 0.3%
4,042
-1,543
86
$548K 0.3%
17,930
+1,498
87
$545K 0.3%
7,105
+100
88
$542K 0.29%
5,250
-12
89
$540K 0.29%
4,716
+73
90
$524K 0.28%
814
-17
91
$518K 0.28%
4,728
-956
92
$510K 0.28%
27,452
+2,052
93
$508K 0.28%
1,742
-9
94
$491K 0.27%
11,470
+119
95
$489K 0.27%
9,254
+340
96
$481K 0.26%
2,164
-5
97
$468K 0.25%
1,329
+6
98
$465K 0.25%
3,980
+57
99
$461K 0.25%
+7,580
100
$459K 0.25%
810
-2
2 3
4
5 6