PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q4 2021
Top Holdings380 positions
SELECT SECTOR SPDR TR | 2.6M | $364.6M | 6.0% | $118.13 | +10.37% | 8 qtrssince 2020-Q1 | Increased 70 |
GLOBAL X FDS | 7.6M | $242.7M | 4.0% | $29.44 | +7.06% | 5 qtrssince 2020-Q4 | Increased 89 |
ISHARES TR | 2.5M | $208.8M | 3.4% | $62.90 | +25.97% | 5 qtrssince 2020-Q4 | Increased 63 |
INVESCO EXCH TRADED FD TR II | 3M | $203.9M | 3.4% | $58.56 | +3.12% | 3 qtrssince 2021-Q2 | Decreased 0 |
MICROSOFT CORP | 380,591 | $128.1M | 2.1% | $181.79 | +77.87% | 10 qtrssince 2019-Q3 | Increased 52 |
ZIM INTEGRATED SHIPPING SERV | 2.1M | $123.8M | 2.0% | $11.36 | +41.84% | 4 qtrssince 2021-Q1 | Increased 55 |
AMAZON COM INC | 37,062 | $123.7M | 2.0% | $163.83 | +1.76% | 5 qtrssince 2020-Q4 | Increased 57 |
TEVA PHARMACEUTICAL INDS LTD | 15.2M | $121.7M | 2.0% | $9.12 | -12.20% | 10 qtrssince 2019-Q3 | Increased 55 |
ASTRAZENECA PLC | 2M | $117.9M | 1.9% | $103.01 | +4.95% | 5 qtrssince 2020-Q4 | Increased 64 |
FREEPORT-MCMORAN INC | 2.5M | $105.6M | 1.7% | $17.44 | +123.75% | 10 qtrssince 2019-Q3 | Increased 62 |
SUNRUN INC | 3M | $103.9M | 1.7% | $54.15 | -37.20% | 9 qtrssince 2019-Q4 | Increased 50 |
SALESFORCE INC | 402,001 | $102.2M | 1.7% | $235.63 | +6.02% | 8 qtrssince 2020-Q1 | Increased 55 |
SONY GROUP CORP | 749,701 | $94.8M | 1.6% | $16.05 | +53.97% | 10 qtrssince 2019-Q3 | Decreased 0 |
LENNAR CORP | 792,577 | $92.1M | 1.5% | $66.31 | +55.95% | 10 qtrssince 2019-Q3 | Increased 59 |
RADWARE LTD | 2.2M | $92M | 1.5% | $28.59 | +46.01% | 10 qtrssince 2019-Q3 | Increased 61 |
WALMART INC | 627,277 | $91M | 1.5% | $43.71 | +4.06% | 8 qtrssince 2020-Q1 | Increased 49 |
SPDR SER TR | 799,505 | $89.5M | 1.5% | $121.39 | -7.21% | 2 qtrssince 2021-Q3 | Increased 63 |
SELECT SECTOR SPDR TR | 1.7M | $87.7M | 1.4% | $37.30 | +18.19% | 3 qtrssince 2021-Q2 | Decreased 0 |
TOWER SEMICONDUCTOR LTD | 2.2M | $87.4M | 1.4% | $24.51 | +61.91% | 10 qtrssince 2019-Q3 | Increased 49 |
META PLATFORMS INC | 224,830 | $75.9M | 1.3% | $306.37 | +8.74% | 10 qtrssince 2019-Q3 | Increased 75 |
Phoenix Financial Ltd. manages $6.1B across 380 positions as of Q4 2021. Top holdings: XLV (6.0%), BUG (4.0%), ITB (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 51 new positions, 81 exits, 108 increased. Top move: BUG (INCREASED, conviction 89). Portfolio: $6.1B across 380 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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
Verify source filings on SEC EDGAR