MIH

Meitav Investment House Portfolio holdings

AUM $7.57B
1-Year Est. Return 32.22%
This Quarter Est. Return
1 Year Est. Return
+32.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.42B
AUM Growth
+$1.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$441M
2
+$175M
3
+$52.9M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$45.8M
5
ESLT icon
Elbit Systems
ESLT
+$36.6M

Top Sells

1
+$123M
2
+$79.5M
3
+$40M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$34.9M
5
UBER icon
Uber
UBER
+$30.7M

Sector Composition

1 Technology 18.77%
2 Consumer Discretionary 7.84%
3 Industrials 5.79%
4 Financials 4.6%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USMV icon
151
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$906K 0.01%
9,652
RSSL
152
Global X Russell 2000 ETF
RSSL
$1.41B
$890K 0.01%
10,456
+979
EFIV icon
153
State Street SPDR S&P 500 ESG ETF
EFIV
$1.2B
$885K 0.01%
15,154
+6,654
SGOV icon
154
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.5B
$689K 0.01%
6,843
-721
COIN icon
155
Coinbase
COIN
$82.9B
$657K 0.01%
1,874
+74
RF icon
156
Regions Financial
RF
$21.2B
$638K 0.01%
27,113
+5,988
MDWD icon
157
MediWound
MDWD
$230M
$608K 0.01%
31,502
FTCS icon
158
First Trust Capital Strength ETF
FTCS
$8.24B
$605K 0.01%
6,656
KMDA icon
159
Kamada
KMDA
$384M
$598K 0.01%
76,835
FTA icon
160
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.14B
$594K 0.01%
7,550
HLT icon
161
Hilton Worldwide
HLT
$60.1B
$585K 0.01%
2,196
+49
IBDS icon
162
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.36B
$585K 0.01%
24,106
-19,408
XME icon
163
State Street SPDR S&P Metals & Mining ETF
XME
$2.58B
$579K 0.01%
8,614
QCLN icon
164
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$525M
$573K 0.01%
17,528
CRWD icon
165
CrowdStrike
CRWD
$134B
$566K 0.01%
1,115
-452
QLTA icon
166
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.74B
$563K 0.01%
11,785
-2,199
VGIT icon
167
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
$558K 0.01%
9,333
+723
VCIT icon
168
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.5B
$551K 0.01%
6,650
+327
PRGO icon
169
Perrigo
PRGO
$2.78B
$545K 0.01%
20,414
KEN icon
170
Kenon Holdings
KEN
$2.73B
$545K 0.01%
13,234
FINX icon
171
Global X FinTech ETF
FINX
$286M
$522K 0.01%
15,258
STIP icon
172
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$511K 0.01%
+4,972
DRS icon
173
Leonardo DRS
DRS
$9.62B
$506K 0.01%
10,876
EWBC icon
174
East-West Bancorp
EWBC
$13.8B
$499K 0.01%
4,945
+1,108
URGN icon
175
UroGen Pharma
URGN
$916M
$495K 0.01%
36,138
5 6
7
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