PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q3 2022
Top Holdings349 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HEALTH CARE SELECT SECTOR SPDR | 2.2M | $267.4M | 5.9% | $120.00 | -3.03% | 11 qtrssince 2020-Q1 | Increased 70 |
GLOBAL X FDS | 8.7M | $210.9M | 4.6% | $29.06 | -18.22% | 8 qtrssince 2020-Q4 | Increased 63 |
INVESCO EXCH TRADED FD TR II | 3.8M | $188.6M | 4.2% | $55.97 | -19.64% | 6 qtrssince 2021-Q2 | Increased 60 |
TEVA PHARMACEUTICAL-SP ADR | 20.8M | $162.9M | 3.6% | $8.81 | -11.25% | 13 qtrssince 2019-Q3 | Increased 63 |
VANECK ETF TRUST | 2.2M | $149.2M | 3.3% | $72.40 | -12.34% | 3 qtrssince 2022-Q1 | Increased 55 |
MICROSOFT CORP | 579,265 | $137.6M | 3.0% | $207.54 | +11.45% | 13 qtrssince 2019-Q3 | Increased 70 |
WELLS FARGO & CO | 3.2M | $129.4M | 2.9% | $38.52 | -5.63% | 6 qtrssince 2021-Q2 | Increased 74 |
CONSUMER DISCRETIONARY SELT | 806,104 | $117.1M | 2.6% | $70.63 | 0.00% | 1 qtr | New 78 |
HESS CORP | 1.1M | $116.2M | 2.6% | — | — | 3 qtrssince 2022-Q1 | Decreased 0 |
Amcor PLC | 10.5M | $112.6M | 2.5% | $46.91 | 0.00% | 1 qtr | New 78 |
ICL GROUP LTD | 11.5M | $94.4M | 2.1% | $7.08 | +0.39% | 10 qtrssince 2020-Q2 | Increased 51 |
FMC CORP | 858,617 | $91.6M | 2.0% | $97.66 | -3.85% | 4 qtrssince 2021-Q4 | Increased 54 |
WALMART INC | 692,310 | $91.6M | 2.0% | $44.00 | -3.76% | 11 qtrssince 2020-Q1 | Decreased 0 |
ASTRAZENECA PLC | 1.6M | $86.6M | 1.9% | $102.94 | -0.68% | 8 qtrssince 2020-Q4 | Increased 52 |
ISHARES TR | 4M | $84.2M | 1.9% | $24.45 | +79.82% | 3 qtrssince 2022-Q1 | Unchanged 0 |
PERION NETWORK LTD | 3.8M | $75.9M | 1.7% | $20.40 | -2.63% | 10 qtrssince 2020-Q2 | Increased 53 |
ISHARES TR | 290,644 | $75.3M | 1.7% | $50.09 | -0.50% | 5 qtrssince 2021-Q3 | Increased 75 |
SPDR SERIES TRUST | 1.2M | $71.5M | 1.6% | $54.27 | -1.18% | 10 qtrssince 2020-Q2 | Increased 47 |
SPDR S&P BIOTECH ETF | 895,065 | $70.6M | 1.6% | $115.28 | -31.96% | 5 qtrssince 2021-Q3 | Decreased 0 |
SUNRUN INC | 2.4M | $67.3M | 1.5% | $49.73 | -44.66% | 12 qtrssince 2019-Q4 | Decreased 0 |
Phoenix Financial Ltd. manages $4.5B across 349 positions as of Q3 2022. Top holdings: XLV (5.9%), BUG (4.6%), KBWB (4.2%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 16 new positions, 40 exits, 128 increased. Top move: XLY (NEW, conviction 78). Portfolio: $4.5B across 349 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer