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
151
$203K 0.18%
1,324
-13
152
$201K 0.18%
34,152
-136
153
$190K 0.17%
14,478
154
$177K 0.16%
14,032
155
$177K 0.16%
18,919
-11,976
156
$176K 0.16%
4,662
-250
157
$159K 0.14%
13,894
-37,182
158
$157K 0.14%
17,562
-1,348
159
$151K 0.13%
10,712
160
$129K 0.11%
1,805
161
$112K 0.1%
15,432
+3,316
162
$45K 0.04%
11,137
163
– –
-4,691
164
– –
-3,514
165
– –
-11,628
166
– –
-1,856
167
– –
-3,174
168
– –
-2,547
3 4 5 6
7