Innovative Portfolios

data from 31/12/2021

Capitalization

$ 42.898 M -4.84 %

Average holding period

3 ans

Performance

$ 6.213 M 15.37 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Innovative Portfolios

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2021/12/31 SPY SPDR S&P 500 ETF TR 58.90% 25.268 M $ 53200 2021/03/31 2.438 M $ 9.65 %
2021/12/31 HPQ HP INC 0.97% 414.000 K $ 10995 2021/06/30 113.358 K $ 27.38 %
2021/12/31 AVGO BROADCOM INC 0.93% 398.000 K $ 598 2021/09/30 107.939 K $ 27.12 %
2021/12/31 ACN ACCENTURE PLC IRELAND 0.89% 380.000 K $ 916 2021/03/31 86.681 K $ 22.81 %
2021/12/31 PAYX PAYCHEX INC 0.88% 377.000 K $ 2761 2021/06/30 66.402 K $ 17.61 %
2021/12/31 ALL ALLSTATE CORP 0.87% 374.000 K $ 3176 2021/06/30 -30.680 K $ -8.20 %
2021/12/31 ABC AMERISOURCEBERGEN CORP 0.86% 370.000 K $ 2786 2021/03/31 37.443 K $ 10.12 %
2021/12/31 CL COLGATE PALMOLIVE CO 0.86% 368.000 K $ 4312 2021/03/31 42.085 K $ 11.44 %
2021/12/31 MCK MCKESSON CORP 0.86% 368.000 K $ 1480 2021/03/31 72.801 K $ 19.78 %
2021/12/31 ABT ABBOTT LABS 0.86% 367.000 K $ 2608 2021/03/31 58.966 K $ 16.07 %
2021/12/31 SHW SHERWIN WILLIAMS CO 0.85% 366.000 K $ 1038 2021/03/31 75.182 K $ 20.54 %
2021/12/31 UNH UNITEDHEALTH GROUP INC 0.85% 365.000 K $ 727 2021/03/31 80.987 K $ 22.19 %
2021/12/31 DOV DOVER CORP 0.85% 364.000 K $ 2002 2021/03/31 52.252 K $ 14.36 %
2021/12/31 GWW GRAINGER W W INC 0.84% 361.000 K $ 697 2021/03/31 87.250 K $ 24.17 %
2021/12/31 KLAC KLA CORP 0.84% 359.000 K $ 835 2021/03/31 79.826 K $ 22.24 %
2021/12/31 SRCE 1ST SOURCE CORP 0.84% 359.000 K $ 7238 2021/06/30 17.081 K $ 4.76 %
2021/12/31 GPC GENUINE PARTS CO 0.83% 357.000 K $ 2545 2021/06/30 48.278 K $ 13.52 %
2021/12/31 FAST FASTENAL CO 0.83% 357.000 K $ 5567 2021/09/30 69.309 K $ 19.41 %
2021/12/31 MCHP MICROCHIP TECHNOLOGY INC. 0.83% 354.000 K $ 4070 2021/09/30 167.846 K $ 47.41 %
2021/12/31 SYK STRYKER CORPORATION 0.82% 353.000 K $ 1319 2021/03/31 4.880 K $ 1.38 %
2021/12/31 JNJ JOHNSON & JOHNSON 0.82% 353.000 K $ 2065 2021/03/31 19.762 K $ 5.60 %
2021/12/31 RRX REGAL REXNORD CORPORATION 0.82% 353.000 K $ 2075 2021/03/31 41.168 K $ 11.66 %
2021/12/31 CSL CARLISLE COS INC 0.82% 353.000 K $ 1423 2021/03/31 70.196 K $ 19.89 %
2021/12/31 ROK ROCKWELL AUTOMATION INC 0.82% 352.000 K $ 1008 2021/06/30 55.248 K $ 15.70 %
2021/12/31 LECO LINCOLN ELEC HLDGS INC 0.82% 352.000 K $ 2523 2021/03/31 26.945 K $ 7.66 %
2021/12/31 GL GLOBE LIFE INC 0.82% 350.000 K $ 3733 2021/03/31 17.507 K $ 5.00 %
2021/12/31 AVY AVERY DENNISON CORP 0.82% 350.000 K $ 1614 2021/06/30 15.107 K $ 4.32 %
2021/12/31 CNS COHEN & STEERS INC 0.82% 350.000 K $ 3786 2021/09/30 33.089 K $ 9.45 %
2021/12/31 RHI ROBERT HALF INTL INC 0.81% 349.000 K $ 3132 2021/03/31 35.047 K $ 10.04 %
2021/12/31 FELE FRANKLIN ELEC INC 0.81% 349.000 K $ 3687 2021/06/30 54.235 K $ 15.54 %
2021/12/31 THG HANOVER INS GROUP INC 0.81% 347.000 K $ 2649 2021/03/31 3.814 K $ 1.10 %
2021/12/31 ITT ITT INC 0.81% 347.000 K $ 3398 2021/03/31 55.557 K $ 16.01 %
2021/12/31 ETN EATON CORP PLC 0.81% 346.000 K $ 2001 2021/03/31 47.043 K $ 13.60 %
2021/12/31 PRI PRIMERICA INC 0.81% 346.000 K $ 2255 2021/06/30 -811.000 $ -0.23 %
2021/12/31 MMM 3M CO 0.80% 344.000 K $ 1937 2021/03/31 3.583 K $ 1.04 %
2021/12/31 EMR EMERSON ELEC CO 0.80% 344.000 K $ 3705 2021/03/31 -4.557 K $ -1.32 %
2021/12/31 DCI DONALDSON INC 0.80% 344.000 K $ 5813 2021/06/30 10.754 K $ 3.13 %
2021/12/31 TROW PRICE T ROWE GROUP INC 0.80% 344.000 K $ 1749 2021/03/31 -104.000 $ -0.03 %
2021/12/31 AIT APPLIED INDL TECHNOLOGIES IN 0.80% 343.000 K $ 3341 2021/03/31 41.996 K $ 12.24 %
2021/12/31 CMI CUMMINS INC 0.80% 343.000 K $ 1573 2021/03/31 -10.098 K $ -2.94 %
2021/12/31 HUBB HUBBELL INC 0.80% 342.000 K $ 1642 2021/03/31 45.319 K $ 13.25 %
2021/12/31 AFG AMERICAN FINL GROUP INC OHIO 0.79% 341.000 K $ 2486 2021/09/30 28.564 K $ 8.38 %
2021/12/31 MSM MSC INDL DIRECT INC 0.79% 341.000 K $ 4052 2021/03/31 15.681 K $ 4.60 %
2021/12/31 CTAS CINTAS CORP 0.79% 341.000 K $ 769 2021/03/31 48.047 K $ 14.09 %
2021/12/31 SNA SNAP ON INC 0.79% 340.000 K $ 1578 2021/06/30 10.146 K $ 2.98 %
2021/12/31 TNC TENNANT CO 0.79% 339.000 K $ 4178 2021/06/30 29.622 K $ 8.74 %
2021/12/31 USB US BANCORP DEL 0.78% 334.000 K $ 5939 2021/09/30 -19.420 K $ -5.81 %
2021/12/31 TGT TARGET CORP 0.78% 333.000 K $ 1440 2021/03/31 3.844 K $ 1.15 %
2021/12/31 ADI ANALOG DEVICES INC 0.77% 329.000 K $ 1870 2021/09/30 15.502 K $ 4.71 %
2021/12/31 ORCL ORACLE CORP 0.73% 313.000 K $ 3591 2021/03/31 287.000 $ 0.09 %
2021/12/31 ABM ABM INDS INC 0.72% 307.000 K $ 7527 2021/06/30 -31.312 K $ -10.20 %
2021/12/31 IP INTERNATIONAL PAPER CO 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/12/31 GLW CORNING INC 0.00% 0.000 $ 0 2021/06/30 0.000 $ 0.00 %
2021/12/31 EMN EASTMAN CHEM CO 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/12/31 ITW ILLINOIS TOOL WKS INC 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/12/31 LEG LEGGETT & PLATT INC 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/12/31 JPS NUVEEN PFD & INCM SECURTIES 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/12/31 CAH CARDINAL HEALTH INC 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/12/31 TXN TEXAS INSTRS INC 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %