Portfolio (Quarterly)
Guide ↗
Migdal Insurance & Financial Holdings Ltd.
· CIK 0001415912| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | CELH | CELSIUS HLDGS INC COM NEW | Consumer Defensive | 361 | $17K | — | SOLD |
| 62 | CLF | CLEVELAND-CLIFFS INC NEW COM | Basic Materials | 1,296 | $17K | — | SOLD |
| 63 | USB | US BANCORP DEL COM NEW | Financial Services | 324 | $17K | — | SOLD |
| 64 | STWD | STARWOOD PPTY TR INC COM | Real Estate | 806 | $15K | — | SOLD |
| 65 | WING | WINGSTOP INC COM | Consumer Cyclical | 64 | $15K | — | SOLD |
| 66 | TFC | TRUIST FINL CORP COM | Financial Services | 288 | $14K | — | SOLD |
| 67 | IBDT | HARES TR IBDS DEC28 ETF | — | 500 | $13K | — | SOLD |
| 68 | CGDV | CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI | — | 236 | $10K | — | SOLD |
| 69 | MTB | M & T BK CORP COM | Financial Services | 52 | $10K | — | SOLD |
| 70 | IT | GARTNER INC COM | Technology | 36 | $9K | — | SOLD |
| 71 | CRBN | ISHARES TR LOW CARBON OPTIM | — | 40 | $9K | — | SOLD |
| 72 | INDA | ISHARES TR MSCI INDIA ETF | — | 150 | $8K | — | SOLD |
| 73 | SWK | STANLEY BLACK & DECKER INC COM | Industrials | 78 | $6K | — | SOLD |
| 74 | FDRR | FIDELITY COVINGTON TRUST DIVID ETF RISI | — | 90 | $5K | — | SOLD |
| 75 | ERTH | INVESCO EXCHANGE TRADED FD T INVESCO MSCI | — | 69 | $3K | — | SOLD |
Sector Allocation
Technology
47.6%
Healthcare
22.0%
Communication Services
9.2%
Consumer Cyclical
7.0%
Financial Services
5.1%
Industrials
5.0%
Utilities
1.9%
Energy
1.7%
Basic Materials
0.5%
Consumer Defensive
0.0%