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
126
$240K 0.21%
4,472
-402
127
$239K 0.21%
2,669
-33
128
$239K 0.21%
+4,450
129
$238K 0.21%
6,771
-762
130
$235K 0.21%
1,140
-41
131
$233K 0.21%
7,947
+30
132
$226K 0.2%
2,645
-198
133
$226K 0.2%
3,857
-85
134
$225K 0.2%
600
135
$224K 0.2%
4,421
-193
136
$223K 0.2%
4,954
-312
137
$221K 0.2%
23,775
+508
138
$218K 0.19%
1,147
-113
139
$217K 0.19%
+6,329
140
$216K 0.19%
2,587
-35
141
$216K 0.19%
+2,953
142
$215K 0.19%
+3,716
143
$213K 0.19%
3,962
-350
144
$213K 0.19%
4,725
-45
145
$212K 0.19%
2,077
-200
146
$209K 0.19%
+1,228
147
$208K 0.19%
+2,062
148
$206K 0.18%
1,319
149
$205K 0.18%
3,406
+92
150
$203K 0.18%
5,090
-900
3 4 5
6
7