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
126
$363K 0.2%
4,614
-29
127
$354K 0.19%
2,542
128
$350K 0.19%
973
+373
129
$347K 0.19%
4,793
130
$346K 0.19%
7,348
+1,402
131
$342K 0.19%
1,125
132
$340K 0.18%
3,502
-35
133
$333K 0.18%
3,500
+100
134
$320K 0.17%
4,075
+73
135
$320K 0.17%
2,486
136
$319K 0.17%
6,108
137
$318K 0.17%
12,150
-100
138
$318K 0.17%
4,717
-38
139
$315K 0.17%
1,859
140
$313K 0.17%
3,870
+333
141
$312K 0.17%
11,595
+300
142
$311K 0.17%
1,342
+90
143
$306K 0.17%
5,060
144
$305K 0.17%
1,292
-5
145
$305K 0.17%
1,967
+48
146
$297K 0.16%
2,107
147
$295K 0.16%
5,487
+1,042
148
$295K 0.16%
3,680
-927
149
$294K 0.16%
1,063
150
$285K 0.15%
5,669
-261
4 5
6
7 8