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
101
$314K 0.28%
+4,790
102
$313K 0.28%
9,612
-334
103
$309K 0.28%
3,632
-7
104
$308K 0.27%
4,756
+256
105
$302K 0.27%
15,636
-2,043
106
$294K 0.26%
1,030
107
$293K 0.26%
4,562
+200
108
$283K 0.25%
5,770
-265
109
$280K 0.25%
4,746
-1,701
110
$277K 0.25%
+2,568
111
$275K 0.24%
1,172
112
$272K 0.24%
2,125
-75
113
$268K 0.24%
3,759
114
$264K 0.24%
10,864
-1,386
115
$263K 0.23%
3,252
-98
116
$263K 0.23%
6,118
+118
117
$259K 0.23%
+4,870
118
$253K 0.23%
4,556
-618
119
$253K 0.23%
14,942
-2,111
120
$252K 0.22%
4,320
121
$252K 0.22%
15,050
-100
122
$249K 0.22%
+2,060
123
$246K 0.22%
837
-112
124
$244K 0.22%
1,940
-213
125
$240K 0.21%
4,472
-402
3 4
5
6 7