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
1
$8.92M 7.94%
27,703
-505
2
$7.01M 6.24%
547,368
-51,798
3
$5.39M 4.8%
213,552
+29,554
4
$2.5M 2.22%
148,626
-3,492
5
$2.46M 2.19%
15,611
-2,235
6
$2.03M 1.81%
27,644
-2,544
7
$2.01M 1.79%
73,128
-4,540
8
$1.84M 1.64%
11,239
-95
9
$1.8M 1.6%
45,354
-1,722
10
$1.78M 1.58%
5,499
+1,338
11
$1.74M 1.55%
18,972
-676
12
$1.7M 1.51%
7,761
+1
13
$1.64M 1.46%
17,974
+86
14
$1.51M 1.34%
8,507
-5
15
$1.49M 1.32%
16,080
-1,000
16
$1.44M 1.28%
53,788
-7,984
17
$1.31M 1.17%
19,640
-1,040
18
$1.29M 1.15%
101,112
+14,220
19
$1.29M 1.15%
10,320
-209
20
$1.24M 1.1%
45,326
+1,919
21
$1.24M 1.1%
40,299
-1,076
22
$1.17M 1.04%
5,493
-50
23
$1.12M 1%
7,761
-1,334
24
$1.12M 0.99%
5,645
-107
25
$1.06M 0.94%
17,680
-232
1
2 3 4 5