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Home > Institutional Investor > Innovative Portfolios Llc > Profile

Instuitional Investor - Innovative Portfolios Llc

Fund Profile
Filing Period:
Fund Name: Innovative Portfolios Llc
Portfolio Value $42,898,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf TrustPUT
 SPY 53,200 $25,268,000 58.9%
2.
Hp Inc
 HPQ 10,995 $414,000 0.96%
3.
Broadcom Inc.
 AVGO 598 $398,000 0.92%
4.
Accenture Plc
 ACN 916 $380,000 0.88%
5.
Paychex Inc
 PAYX 2,761 $377,000 0.87%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)