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
151
$279K 0.15%
1,132
-1
152
$279K 0.15%
3,136
-38
153
$279K 0.15%
2,936
+340
154
$276K 0.15%
1,516
-268
155
$273K 0.15%
1,640
156
$273K 0.15%
3,807
-122
157
$272K 0.15%
9,052
-649
158
$271K 0.15%
4,070
-15
159
$271K 0.15%
+6,452
160
$266K 0.14%
2,004
-333
161
$266K 0.14%
14,931
162
$265K 0.14%
1,517
+40
163
$265K 0.14%
6,339
+144
164
$254K 0.14%
121
165
$254K 0.14%
3,312
-40
166
$253K 0.14%
7,884
+1
167
$253K 0.14%
4,292
-156
168
$252K 0.14%
2,706
169
$252K 0.14%
2,437
-10
170
$251K 0.14%
+6,669
171
$250K 0.14%
1,862
172
$248K 0.13%
6,334
+95
173
$247K 0.13%
+532
174
$246K 0.13%
3,393
+50
175
$243K 0.13%
+1,328
5 6
7
8 9