PF
Phoenix Financial Portfolio holdings
AUM
$7.58B
1-Year Return
19.55%
This Quarter Return
+1.26%
1 Year Return
+19.55%
3 Year Return
+81.35%
5 Year Return
+167.54%
10 Year Return
–
AUM
$2.1B
AUM Growth
–
Cap. Flow
+$2.1B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
20.84%
Holding
187
New
187
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Tower Semiconductor
TSEM
|
$60.5M |
| 2 |
Viatris
VTRS
|
$56.5M |
| 3 |
SolarEdge
SEDG
|
$52.2M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$48.6M |
| 5 |
Ormat Technologies
ORA
|
$47.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.47% |
| 2 | Healthcare | 14.94% |
| 3 | Industrials | 13.41% |
| 4 | Financials | 8.94% |
| 5 | Energy | 7.37% |
