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
176
$242K 0.13%
+2,521
177
$240K 0.13%
+946
178
$239K 0.13%
4,078
179
$236K 0.13%
+3,279
180
$236K 0.13%
897
+39
181
$235K 0.13%
6,325
182
$235K 0.13%
653
-19
183
$234K 0.13%
5,999
+124
184
$234K 0.13%
21,928
185
$231K 0.13%
528
-7
186
$229K 0.12%
4,421
187
$225K 0.12%
5,193
+400
188
$223K 0.12%
93
+4
189
$223K 0.12%
+864
190
$222K 0.12%
1,556
-978
191
$222K 0.12%
+558
192
$221K 0.12%
4,490
193
$220K 0.12%
6,441
+100
194
$219K 0.12%
+847
195
$212K 0.12%
+2,468
196
$212K 0.12%
7,960
-880
197
$212K 0.12%
+1,540
198
$211K 0.11%
2,686
199
$208K 0.11%
14,428
200
$207K 0.11%
32,967
5 6 7
8
9