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HIIFS

Harel Insurance Investments & Financial Services Portfolio holdings

AUM $14.7B
1-Year Est. Return 47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.5B
AUM Growth
+$418M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$301M
2
+$258M
3
+$179M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$179M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$161M

Top Sells

1
+$605M
2
+$330M
3
+$306M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$233M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$218M

Sector Composition

1 Technology 27.2%
2 Healthcare 12.81%
3 Communication Services 5.89%
4 Industrials 4.16%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IPAC icon
226
iShares Core MSCI Pacific ETF
IPAC
$2.57B
$393K ﹤0.01%
5,434
MSI icon
227
Motorola Solutions
MSI
$66.5B
$384K ﹤0.01%
1,008
-37
CSCO icon
228
Cisco
CSCO
$472B
$377K ﹤0.01%
4,900
-6,818
KCE icon
229
State Street SPDR S&P Capital Markets ETF
KCE
$428M
$375K ﹤0.01%
+2,500
AXP icon
230
American Express
AXP
$234B
$373K ﹤0.01%
1,014
-96
IBIT icon
231
iShares Bitcoin Trust
IBIT
$45.8B
$373K ﹤0.01%
7,504
+4,291
SOXX icon
232
iShares Semiconductor ETF
SOXX
$43.9B
$370K ﹤0.01%
1,236
SPAB icon
233
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.68B
$367K ﹤0.01%
14,245
+572
XEL icon
234
Xcel Energy
XEL
$50.9B
$365K ﹤0.01%
4,938
+4,323
ABT icon
235
Abbott
ABT
$158B
$364K ﹤0.01%
2,923
+36
T icon
236
AT&T
T
$155B
$355K ﹤0.01%
14,300
-5,555
VIS icon
237
Vanguard Industrials ETF
VIS
$8.04B
$340K ﹤0.01%
1,139
BRRR icon
238
Coinshares Bitcoin ETF
BRRR
$377M
$337K ﹤0.01%
13,612
+8,619
ARKB icon
239
ARK 21Shares Bitcoin ETF
ARKB
$2.28B
$336K ﹤0.01%
11,573
+7,329
BITB icon
240
Bitwise Bitcoin ETF
BITB
$2.3B
$336K ﹤0.01%
7,072
+4,480
BTCO icon
241
Invesco Galaxy Bitcoin ETF
BTCO
$401M
$336K ﹤0.01%
3,857
+2,444
BTCW icon
242
WisdomTree Bitcoin Fund
BTCW
$129M
$336K ﹤0.01%
3,629
+2,299
BTC
243
Grayscale Bitcoin Mini Trust ETF
BTC
$3.17B
$336K ﹤0.01%
8,684
+5,500
EZBC icon
244
Franklin Bitcoin ETF
EZBC
$354M
$336K ﹤0.01%
6,645
+4,209
FBTC icon
245
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.1B
$336K ﹤0.01%
4,409
+2,793
HODL icon
246
VanEck Bitcoin Trust
HODL
$999M
$336K ﹤0.01%
13,585
+8,598
MO icon
247
Altria Group
MO
$120B
$334K ﹤0.01%
5,786
-2,205
LSCC icon
248
Lattice Semiconductor
LSCC
$19.7B
$331K ﹤0.01%
4,503
-626
BBEU icon
249
JPMorgan BetaBuilders Europe ETF
BBEU
$8.93B
$330K ﹤0.01%
4,500
CRWV
250
CoreWeave Inc
CRWV
$55B
$329K ﹤0.01%
+4,600
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