BHB

Bank Hapoalim BM Portfolio holdings

AUM $813M
1-Year Est. Return 19.53%
This Quarter Est. Return
1 Year Est. Return
+19.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$884M
AUM Growth
+$96.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.9M
3
+$8.01M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$6.31M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.62M

Top Sells

1
+$88.3M
2
+$51.7M
3
+$32.7M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$20.3M
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$18M

Sector Composition

1 Technology 14%
2 Financials 6.45%
3 Communication Services 5.55%
4 Consumer Discretionary 4.38%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$235K 0.03%
4,245
-17,235
227
$234K 0.03%
+1,294
228
$232K 0.03%
+1,245
229
$229K 0.03%
+579
230
$225K 0.03%
1,844
231
$222K 0.03%
1,695
-1,048
232
$221K 0.03%
101
-9
233
$215K 0.02%
1,565
-120
234
$205K 0.02%
+921
235
$202K 0.02%
+3,501
236
$191K 0.02%
15,200
-1,700
237
$33K ﹤0.01%
13,000
238
– –
-4,058
239
– –
-2,035
240
– –
-11,887
241
– –
-1,724
242
– –
-4,030
243
– –
-948
244
– –
-2,951
245
– –
-21,800
246
– –
-9,195
247
– –
-1,741
248
– –
-14,450
249
– –
-17,056
6 7 8 9
10