PF

Phoenix Financial Portfolio holdings

AUM $9.23B
1-Year Est. Return 36.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.88%
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 +$31.4M
2 +$29.4M
3 +$25.7M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$17.5M
5
UBER icon
Uber
UBER
+$16.9M

Top Sells

1 +$54.6M
2 +$49.8M
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
376
-10,731
377
-18,657