MIH
Meitav Investment House Portfolio holdings
AUM
$7.42B
1-Year Return
25.94%
This Quarter Return
-16.59%
1 Year Return
+25.94%
3 Year Return
+87.89%
5 Year Return
+157.59%
10 Year Return
–
AUM
$5.86B
AUM Growth
-$884M
(-13%)
Cap. Flow
+$407M
Cap. Flow
% of AUM
6.95%
Top 10 Holdings %
Top 10 Hldgs %
36.57%
Holding
394
New
12
Increased
97
Reduced
140
Closed
59
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$200M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$129M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$111M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$109M |
| 5 |
iShares MSCI China ETF
MCHI
|
+$80.1M |
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$60M |
| 2 |
SPDR S&P Regional Banking ETF
KRE
|
+$52.1M |
| 3 |
Invesco Solar ETF
TAN
|
+$43.7M |
| 4 |
iShares US Transportation ETF
IYT
|
+$37.1M |
| 5 |
Bank of America
BAC
|
+$33.3M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Financials | 6.11% |
| 3 | Communication Services | 3.89% |
| 4 | Industrials | 3.84% |
| 5 | Materials | 2.88% |
