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MIH

Meitav Investment House Portfolio holdings

AUM $9.12B
1-Year Est. Return 42.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.12B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$130M
3
+$116M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$113M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$103M

Top Sells

1
+$113M
2
+$81.2M
3
+$64.5M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$47.8M
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$46M

Sector Composition

1 Technology 15.62%
2 Industrials 6.54%
3 Financials 6.13%
4 Communication Services 4.97%
5 Utilities 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RF icon
201
Regions Financial
RF
$25.1B
$434K ﹤0.01%
16,597
-3,414
FCNCA icon
202
First Citizens BancShares
FCNCA
$24.5B
$424K ﹤0.01%
225
-55
KBE icon
203
State Street SPDR S&P Bank ETF
KBE
$1.57B
$402K ﹤0.01%
6,748
DGRW icon
204
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.4B
$401K ﹤0.01%
4,573
+480
URGN icon
205
UroGen Pharma
URGN
$1.74B
$400K ﹤0.01%
22,223
-13,294
IBDS icon
206
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.81B
$397K ﹤0.01%
16,381
-7,586
SGOV icon
207
iShares 0-3 Month Treasury Bond ETF
SGOV
$95.3B
$396K ﹤0.01%
3,932
-305
ETOR
208
eToro Group
ETOR
$2.9B
$387K ﹤0.01%
+12,900
BKNG icon
209
Booking.com
BKNG
$140B
$387K ﹤0.01%
2,300
-18,075
AVAV icon
210
AeroVironment
AVAV
$7.4B
$366K ﹤0.01%
2,000
XOM icon
211
Exxon Mobil
XOM
$568B
$343K ﹤0.01%
2,023
QLTA icon
212
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.58B
$332K ﹤0.01%
7,004
-1,739
DFJ icon
213
WisdomTree Japan SmallCap Dividend Fund
DFJ
$378M
$324K ﹤0.01%
3,170
TLN
214
Talen Energy Corp
TLN
$19.7B
$319K ﹤0.01%
1,000
KMDA icon
215
Kamada
KMDA
$413M
$309K ﹤0.01%
37,651
-5,892
ABNB icon
216
Airbnb
ABNB
$85.1B
$302K ﹤0.01%
2,390
-28,394
IDHQ icon
217
Invesco S&P International Developed Quality ETF
IDHQ
$868M
$280K ﹤0.01%
7,949
-751
EWBC icon
218
East-West Bancorp
EWBC
$18B
$280K ﹤0.01%
2,623
-492
FEM icon
219
First Trust Emerging Markets AlphaDEX Fund
FEM
$748M
$266K ﹤0.01%
8,893
GLBE icon
220
Global E Online
GLBE
$5.61B
$263K ﹤0.01%
9,200
-41,350
NOBL icon
221
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$251K ﹤0.01%
4,732
-1,460
BDX icon
222
Becton Dickinson
BDX
$40.9B
$249K ﹤0.01%
+738
SLQD icon
223
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
$240K ﹤0.01%
4,775
PERI icon
224
Perion Network
PERI
$347M
$240K ﹤0.01%
24,067
-257,634
SSB icon
225
SouthState Bank Corp
SSB
$9.72B
$239K ﹤0.01%
2,582
-213
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