Portfolio activity - June 2022:
Buy | Add | Sell |
Portfolio performance - June 2022:
|
holding |
% of
portfolio |
|
cash |
8.5% |
|
unilever |
6.0% |
|
impact healthcare |
5.4% |
|
computacenter |
5.1% |
|
telecom plus |
4.8% |
|
glaxosmithkline |
4.3% |
|
hend. far east income |
4.1% |
|
duke royalty |
3.5% |
|
jpm asia income & growth |
3.2% |
|
anglo pacific |
3.2% |
|
national grid |
3.0% |
|
relx |
3.0% |
|
legal and general |
2.9% |
|
euromoney |
2.8% |
|
tritax big box |
2.6% |
|
compass |
2.5% |
|
british american tobacco |
2.5% |
|
diageo |
2.4% |
|
schroders |
2.4% |
|
somero enterprises |
2.4% |
|
qinetiq |
2.3% |
|
reckitt benckiser |
2.3% |
|
abcam |
2.0% |
|
tate & lyle |
2.0% |
|
ag barr |
1.6% |
|
smith & nephew |
1.6% |
|
nichols |
1.6% |
|
homeserve |
1.6% |
|
supermarket reit |
1.3% |
|
rws holdings |
1.2% |
|
hargreaves lansdown |
1.1% |
|
jersey electricity |
1.0% |
|
blackbird |
1.0% |
|
eleco |
1.0% |
|
life sciences reit |
1.0% |
|
888 holdings |
0.9% |
|
craneware |
0.8% |
|
lancashire holdings |
0.6% |
|
ab dynamics |
0.5% |
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