Asset Manager
← All Institutions
Phoenix Financial Ltd.
Market Value
$0
-100.0%
Holdings
445
-45
New Purchases
0
Added To
0
Closed
445
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 62 | $0 | 0% |
| Large Cap | 262 | $0 | 0% |
| Mid Cap | 66 | $0 | 0% |
| Small Cap | 41 | $0 | 0% |
| Micro Cap | 14 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$166.3B
Median Market Cap
$39.5B
Avg P/E
36.8
Median P/E
27.6
Avg Dividend Yield
0.01%
Avg Beta
1.09
# Stocks
361
# ETFs / Funds
84
Top Holdings (445 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NOW | —% | — | — | — | -$5M | -32,738 | -100.0% | SOLD |
| 2 | T | —% | — | — | — | -$1M | -49,120 | -100.0% | SOLD |
| 3 | AVB | —% | — | — | — | -$311K | -1,713 | -100.0% | SOLD |
| 4 | BDX | —% | — | — | — | -$441K | -2,274 | -100.0% | SOLD |
| 5 | ALB | —% | — | — | — | -$130M | -919,426 | -100.0% | SOLD |
| 6 | ACN | —% | — | — | — | -$3M | -10,963 | -100.0% | SOLD |
| 7 | GLW | —% | — | — | — | -$529K | -6,045 | -100.0% | SOLD |
| 8 | CB | —% | — | — | — | -$214K | -685 | -100.0% | SOLD |
| 9 | DIS | —% | — | — | — | -$7M | -60,738 | -100.0% | SOLD |
| 10 | CVX | —% | — | — | — | -$7M | -45,818 | -100.0% | SOLD |
| 11 | LYV | —% | — | — | — | -$2M | -16,666 | -100.0% | SOLD |
| 12 | FDX | —% | — | — | — | -$406K | -1,405 | -100.0% | SOLD |
| 13 | HLT | —% | — | — | — | -$2M | -6,040 | -100.0% | SOLD |
| 14 | ICE | —% | — | — | — | -$1M | -9,000 | -100.0% | SOLD |
| 15 | ACHR | —% | — | — | — | -$108K | -14,400 | -100.0% | SOLD |
| 16 | LHX | —% | — | — | — | -$357K | -1,218 | -100.0% | SOLD |
| 17 | AEM | —% | — | — | — | -$743K | -4,393 | -100.0% | SOLD |
| 18 | BMY | —% | — | — | — | -$6M | -114,254 | -100.0% | SOLD |
| 19 | FOUR | —% | — | — | — | -$409K | -6,503 | -100.0% | SOLD |
| 20 | XOM | —% | — | — | — | -$13M | -109,209 | -100.0% | SOLD |
| 21 | NEE | —% | — | — | — | -$6M | -72,044 | -100.0% | SOLD |
| 22 | AMT | —% | — | — | — | -$640K | -3,647 | -100.0% | SOLD |
| 23 | HWM | —% | — | — | — | -$276K | -1,349 | -100.0% | SOLD |
| 24 | PSX | —% | — | — | — | -$428K | -3,318 | -100.0% | SOLD |
| 25 | DLR | —% | — | — | — | -$226K | -1,455 | -100.0% | SOLD |
| 26 | ICL | —% | — | — | — | -$97M | -17,048,563 | -100.0% | SOLD |
| 27 | TEVA | —% | — | — | — | -$1.3B | -41,087,131 | -100.0% | SOLD |
| 28 | GMED | —% | — | — | — | -$378K | -4,300 | -100.0% | SOLD |
| 29 | APD | —% | — | — | — | -$2M | -8,474 | -100.0% | SOLD |
| 30 | ARE | —% | — | — | — | -$1M | -25,200 | -100.0% | SOLD |
| 31 | WTRG | —% | — | — | — | -$232K | -6,059 | -100.0% | SOLD |
| 32 | BURL | —% | — | — | — | -$280K | -969 | -100.0% | SOLD |
| 33 | CARR | —% | — | — | — | -$379K | -7,176 | -100.0% | SOLD |
| 34 | ANET | —% | — | — | — | -$3M | -19,347 | -100.0% | SOLD |
| 35 | GE | —% | — | — | — | -$4M | -14,300 | -100.0% | SOLD |
| 36 | SNOW | —% | — | — | — | -$906K | -4,129 | -100.0% | SOLD |
| 37 | B | —% | — | — | — | -$1M | -27,300 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$6M | -50,704 | -100.0% | SOLD |
| 39 | UBER | —% | — | — | — | -$14M | -174,288 | -100.0% | SOLD |
| 40 | HII | —% | — | — | — | -$281K | -827 | -100.0% | SOLD |
| 41 | WMS | —% | — | — | — | -$241K | -1,663 | -100.0% | SOLD |
| 42 | FNV | —% | — | — | — | -$538K | -2,600 | -100.0% | SOLD |
| 43 | SPOT | —% | — | — | — | -$948K | -1,642 | -100.0% | SOLD |
| 44 | MS | —% | — | — | — | -$2M | -21,282 | -100.0% | SOLD |
| 45 | OTIS | —% | — | — | — | -$283K | -3,241 | -100.0% | SOLD |
| 46 | GS | —% | — | — | — | -$6M | -7,314 | -100.0% | SOLD |
| 47 | HD | —% | — | — | — | -$9M | -29,224 | -100.0% | SOLD |
| 48 | SMWB | —% | — | — | — | -$32M | -4,285,786 | -100.0% | SOLD |
| 49 | HAL | —% | — | — | — | -$260K | -9,215 | -100.0% | SOLD |
| 50 | AXP | —% | — | — | — | -$1M | -3,058 | -100.0% | SOLD |
| 51 | ACM | —% | — | — | — | -$213K | -2,236 | -100.0% | SOLD |
| 52 | DHR | —% | — | — | — | -$1M | -4,946 | -100.0% | SOLD |
| 53 | ECL | —% | — | — | — | -$1M | -4,877 | -100.0% | SOLD |
| 54 | CL | —% | — | — | — | -$588K | -7,442 | -100.0% | SOLD |
| 55 | CRM | —% | — | — | — | -$9M | -34,929 | -100.0% | SOLD |
| 56 | CAH | —% | — | — | — | -$380K | -1,851 | -100.0% | SOLD |
| 57 | APO | —% | — | — | — | -$2M | -17,141 | -100.0% | SOLD |
| 58 | BBY | —% | — | — | — | -$321K | -4,776 | -100.0% | SOLD |
| 59 | GRMN | —% | — | — | — | -$245K | -1,208 | -100.0% | SOLD |
| 60 | DB | —% | — | — | — | -$312K | -8,100 | -100.0% | SOLD |
| 61 | BLK | —% | — | — | — | -$533K | -498 | -100.0% | SOLD |
| 62 | JOBY | —% | — | — | — | -$523K | -39,600 | -100.0% | SOLD |
| 63 | NKE | —% | — | — | — | -$8M | -125,307 | -100.0% | SOLD |
| 64 | GEV | —% | — | — | — | -$3M | -3,874 | -100.0% | SOLD |
| 65 | SPG | —% | — | — | — | -$516K | -2,792 | -100.0% | SOLD |
| 66 | A | —% | — | — | — | -$652K | -4,795 | -100.0% | SOLD |
| 67 | BTI | —% | — | — | — | -$3M | -45,600 | -100.0% | SOLD |
| 68 | LUMN | —% | — | — | — | -$115K | -14,812 | -100.0% | SOLD |
| 69 | EOG | —% | — | — | — | -$1M | -9,879 | -100.0% | SOLD |
| 70 | VST | —% | — | — | — | -$2M | -12,317 | -100.0% | SOLD |
| 71 | IEX | —% | — | — | — | -$402K | -2,262 | -100.0% | SOLD |
| 72 | WMB | —% | — | — | — | -$3M | -52,113 | -100.0% | SOLD |
| 73 | KO | —% | — | — | — | -$3M | -58,942 | -100.0% | SOLD |
| 74 | VZ | —% | — | — | — | -$1M | -36,746 | -100.0% | SOLD |
| 75 | LOW | —% | — | — | — | -$1M | -5,974 | -100.0% | SOLD |
| 76 | SHW | —% | — | — | — | -$1M | -3,942 | -100.0% | SOLD |
| 77 | SHEL | —% | — | — | — | -$2M | -24,500 | -100.0% | SOLD |
| 78 | UPS | —% | — | — | — | -$586K | -5,911 | -100.0% | SOLD |
| 79 | PATH | —% | — | — | — | -$426K | -26,021 | -100.0% | SOLD |
| 80 | STN | —% | — | — | — | -$242K | -2,570 | -100.0% | SOLD |
| 81 | TEL | —% | — | — | — | -$529K | -2,326 | -100.0% | SOLD |
| 82 | VLTO | —% | — | — | — | -$500K | -5,015 | -100.0% | SOLD |
| 83 | MP | —% | — | — | — | -$449K | -8,880 | -100.0% | SOLD |
| 84 | PFE | —% | — | — | — | -$4M | -160,051 | -100.0% | SOLD |
| 85 | PBI | —% | — | — | — | -$4M | -370,000 | -100.0% | SOLD |
| 86 | IBM | —% | — | — | — | -$2M | -6,653 | -100.0% | SOLD |
| 87 | WM | —% | — | — | — | -$765K | -3,482 | -100.0% | SOLD |
| 88 | ABBV | —% | — | — | — | -$9M | -38,852 | -100.0% | SOLD |
| 89 | HSY | —% | — | — | — | -$216K | -1,185 | -100.0% | SOLD |
| 90 | DE | —% | — | — | — | -$656K | -1,400 | -100.0% | SOLD |
| 91 | ADM | —% | — | — | — | -$220K | -3,831 | -100.0% | SOLD |
| 92 | MLI | —% | — | — | — | -$286K | -2,495 | -100.0% | SOLD |
| 93 | PM | —% | — | — | — | -$6M | -37,447 | -100.0% | SOLD |
| 94 | LMT | —% | — | — | — | -$493K | -1,020 | -100.0% | SOLD |
| 95 | CNC | —% | — | — | — | -$1M | -28,000 | -100.0% | SOLD |
| 96 | TJX | —% | — | — | — | -$6M | -38,522 | -100.0% | SOLD |
| 97 | GXO | —% | — | — | — | -$212K | -4,000 | -100.0% | SOLD |
| 98 | SYK | —% | — | — | — | -$6M | -16,393 | -100.0% | SOLD |
| 99 | DKS | —% | — | — | — | -$241K | -1,218 | -100.0% | SOLD |
| 100 | EFX | —% | — | — | — | -$207K | -953 | -100.0% | SOLD |