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
201
$207K 0.11%
1,213
-82
202
$205K 0.11%
4,747
+313
203
$203K 0.11%
4,585
-124
204
$202K 0.11%
12,505
205
$191K 0.1%
14,032
206
$185K 0.1%
+11,600
207
$165K 0.09%
16,105
-485
208
$129K 0.07%
4,138
-80
209
$125K 0.07%
1,975
+100
210
$92K 0.05%
64,521
+1,429
211
$90K 0.05%
17,415
-17,894
212
$89K 0.05%
10,594
-66
213
$67K 0.04%
12,700
214
$44K 0.02%
11,124
+1
215
– –
-5,962
216
– –
-1,752
217
– –
-2,567
218
– –
-4,150
219
– –
-1,389
5 6 7 8
9