PF

Phoenix Financial Portfolio holdings

AUM $8.2B
1-Year Est. Return 26.44%
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.39B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$30.6M
3
+$27.2M
4
UBER icon
Uber
UBER
+$17.5M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$16.4M

Top Sells

1
+$77.1M
2
+$54.4M
3
+$30M
4
BIDU icon
Baidu
BIDU
+$29.3M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$27.1M

Sector Composition

1 Technology 31.9%
2 Healthcare 15.46%
3 Financials 8.49%
4 Industrials 8.28%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$238K 0.01%
+10,000
277
$234K 0.01%
+1,067
278
$233K 0.01%
59,203
279
$230K 0.01%
+2,687
280
$228K 0.01%
747
281
$227K 0.01%
+3,953
282
$223K 0.01%
4,660
-840
283
$223K 0.01%
+1,707
284
$221K 0.01%
4,976
-3,667
285
$221K 0.01%
+28,800
286
$220K 0.01%
+16,000
287
$218K 0.01%
+6,996
288
$216K 0.01%
+5,561
289
$213K 0.01%
+296
290
$213K 0.01%
+6,450
291
$213K 0.01%
+2,598
292
$211K 0.01%
3,447
-2,744
293
$211K 0.01%
7,240
294
$210K 0.01%
+5,207
295
$208K 0.01%
+4,125
296
$207K 0.01%
+3,622
297
$206K 0.01%
+1,465
298
$205K 0.01%
+2,812
299
$204K 0.01%
+758
300
$204K 0.01%
890
-106
10 11
12
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