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
$996M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.6M
3
+$12.5M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$8.26M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$4.65M

Top Sells

1
+$16.2M
2
+$15.9M
3
+$14.7M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.84M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$8.78M

Sector Composition

1 Technology 14.9%
2 Financials 4.64%
3 Communication Services 4.25%
4 Healthcare 3.86%
5 Consumer Discretionary 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$234K 0.02%
+3,235
227
$233K 0.02%
2,270
-576
228
$232K 0.02%
915
-138
229
$232K 0.02%
2,005
-752
230
$229K 0.02%
+585
231
$220K 0.02%
2,935
-602
232
$219K 0.02%
907
-14
233
$216K 0.02%
+1,249
234
$215K 0.02%
+1,312
235
$212K 0.02%
1,644
-200
236
$208K 0.02%
+537
237
$204K 0.02%
2,344
-140
238
$203K 0.02%
+437
239
$147K 0.01%
13,500
-9,720
240
$98K 0.01%
+11,700
241
$92K 0.01%
+3,205
242
$84K 0.01%
10,438
-49,600
243
$33K ﹤0.01%
13,000
244
– –
-4,230
245
– –
-5,900
246
– –
-95,000
247
– –
-88
248
– –
-5,079
249
– –
-37,000
250
– –
-2,331
7 8 9
10
11