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
$471M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.15M
3
+$3.02M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.11M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M

Top Sells

1
+$7.08M
2
+$6.1M
3
+$3.48M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$3.3M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.86M

Sector Composition

1 Technology 11.96%
2 Consumer Discretionary 5.82%
3 Real Estate 4.73%
4 Healthcare 4.31%
5 Financials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.9M 0.83%
48,168
+2,050
27
$3.42M 0.73%
59,408
-2,025
28
$3.39M 0.72%
363,305
+322,937
29
$3.38M 0.72%
85,899
-511
30
$3.2M 0.68%
108,203
-3,537
31
$3.16M 0.67%
237,128
32
$3.15M 0.67%
+30,290
33
$2.83M 0.6%
50,168
-126
34
$2.82M 0.6%
62,750
35
$2.8M 0.59%
57,011
-8,071
36
$2.77M 0.59%
29,393
+930
37
$2.72M 0.58%
17,940
38
$2.62M 0.56%
19,110
-12,900
39
$2.57M 0.55%
39,196
+12,500
40
$2.57M 0.55%
47,417
-409
41
$2.5M 0.53%
39,976
-4
42
$2.48M 0.53%
44,000
+27,975
43
– –
0
44
$2.43M 0.52%
4,870
-4,550
45
$2.41M 0.51%
51,108
+10,466
46
$2.41M 0.51%
55,945
-1,400
47
$2.39M 0.51%
41,035
-8,802
48
– –
0
49
$2.36M 0.5%
32,750
+462
50
– –
0
1
2
3 4 5