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
$4.06B
AUM Growth
-$821M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$41.6M
3
+$26.8M
4
RTX icon
RTX Corp
RTX
+$21.8M
5
SEDG icon
SolarEdge
SEDG
+$21.6M

Top Sells

1
+$189M
2
+$159M
3
+$104M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$85.9M
5
AAPL icon
Apple
AAPL
+$77M

Sector Composition

1 Technology 14.99%
2 Communication Services 4.7%
3 Financials 4.26%
4 Industrials 3.07%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
+150
677
$2K ﹤0.01%
+145
678
$2K ﹤0.01%
199
-144
679
$2K ﹤0.01%
200
680
$1K ﹤0.01%
125
-29
681
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682
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-23,341
683
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684
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-8,580
685
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-29,410
686
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-3,089
687
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-35,237
688
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-5,385
689
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-994
690
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-8,633
691
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692
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693
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694
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695
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696
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697
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698
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699
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-7,810
700
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-10,110
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