MIH

Meitav Investment House Portfolio holdings

AUM $7.42B
1-Year Return 25.94%
This Quarter Return
+6.58%
1 Year Return
+25.94%
3 Year Return
+87.89%
5 Year Return
+157.59%
10 Year Return
AUM
$5.97B
AUM Growth
+$352M
Cap. Flow
+$48.3M
Cap. Flow %
0.81%
Top 10 Hldgs %
39.88%
Holding
242
New
21
Increased
63
Reduced
82
Closed
15

Sector Composition

1 Technology 15.28%
2 Consumer Discretionary 5.14%
3 Industrials 4.67%
4 Communication Services 4.55%
5 Financials 4.29%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SGOV icon
126
iShares 0-3 Month Treasury Bond ETF
SGOV
$56.8B
$1.43M 0.02%
14,229
+1,769
+14% +$178K
SKYY icon
127
First Trust Cloud Computing ETF
SKYY
$3.25B
$1.41M 0.02%
13,955
-16,056
-54% -$1.62M
BRK.A icon
128
Berkshire Hathaway Class A
BRK.A
$1.06T
$1.38M 0.02%
2
SDVY icon
129
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.1B
$1.32M 0.02%
36,298
-19,418
-35% -$706K
VRIG icon
130
Invesco Variable Rate Investment Grade ETF
VRIG
$1.28B
$1.24M 0.02%
49,396
-3,915
-7% -$98K
MELI icon
131
Mercado Libre
MELI
$119B
$1.23M 0.02%
+600
New +$1.23M
RSPM icon
132
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$166M
$1.22M 0.02%
32,715
IBDS icon
133
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.32B
$1.21M 0.02%
49,517
-3,986
-7% -$97K
FDN icon
134
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.92B
$1.2M 0.02%
5,727
+1,390
+32% +$290K
BP icon
135
BP
BP
$88.8B
$1.17M 0.02%
34,265
-24,200
-41% -$825K
HCA icon
136
HCA Healthcare
HCA
$94.3B
$1.17M 0.02%
+2,870
New +$1.17M
KBE icon
137
SPDR S&P Bank ETF
KBE
$1.56B
$1.15M 0.02%
21,718
EWU icon
138
iShares MSCI United Kingdom ETF
EWU
$2.95B
$1.13M 0.02%
30,200
ABT icon
139
Abbott
ABT
$225B
$1.13M 0.02%
10,000
-5,000
-33% -$564K
QCLN icon
140
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$457M
$1.09M 0.02%
30,335
-12,108
-29% -$435K
PLTR icon
141
Palantir
PLTR
$390B
$1.08M 0.02%
+35,122
New +$1.08M
COPX icon
142
Global X Copper Miners ETF NEW
COPX
$2.23B
$1.06M 0.02%
+22,500
New +$1.06M
MOAT icon
143
VanEck Morningstar Wide Moat ETF
MOAT
$12.8B
$1.06M 0.02%
11,000
+4,292
+64% +$412K
FLKR icon
144
Franklin FTSE South Korea ETF
FLKR
$185M
$1.03M 0.02%
48,542
SNY icon
145
Sanofi
SNY
$115B
$1.01M 0.02%
17,500
CIBR icon
146
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.9B
$971K 0.02%
16,386
NET icon
147
Cloudflare
NET
$77.7B
$950K 0.02%
11,900
+3,800
+47% +$303K
QLTA icon
148
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.7B
$913K 0.02%
18,613
-350
-2% -$17.2K
USMV icon
149
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$885K 0.01%
9,688
IDEV icon
150
iShares Core MSCI International Developed Markets ETF
IDEV
$22B
$876K 0.01%
12,379
+1,422
+13% +$101K