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
101
$456K 0.25%
7,312
-75
102
$452K 0.25%
7,619
-350
103
$449K 0.24%
11,298
-1,330
104
$447K 0.24%
10,291
-4
105
$446K 0.24%
9,419
+120
106
$445K 0.24%
7,168
+65
107
$443K 0.24%
3,726
+315
108
$441K 0.24%
5,156
+265
109
$439K 0.24%
6,130
-30
110
$428K 0.23%
4,978
111
$423K 0.23%
4,672
112
$416K 0.23%
2,065
-23
113
$411K 0.22%
7,485
+165
114
$410K 0.22%
19,760
-1,239
115
$408K 0.22%
9,893
116
$406K 0.22%
14,990
117
$395K 0.21%
5,472
-200
118
$395K 0.21%
8,224
-7
119
$392K 0.21%
6,091
-1,098
120
$389K 0.21%
5,000
121
$379K 0.21%
6,490
+400
122
$377K 0.2%
1,039
123
$373K 0.2%
1,660
-560
124
$370K 0.2%
1,164
-8
125
$368K 0.2%
4,395
-5
3 4
5
6 7