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
$510M
AUM Growth
-$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$7.79M
3
+$7.23M
4
TSEM icon
Tower Semiconductor
TSEM
+$6.87M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.85M

Top Sells

1
+$13.9M
2
+$12.6M
3
+$12.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.4M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$9.94M

Sector Composition

1 Technology 12.53%
2 Consumer Discretionary 5.01%
3 Healthcare 4.97%
4 Real Estate 4.19%
5 Financials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.15M 1.01%
100,500
+85,177
27
$5.1M 1%
192,680
-260,601
28
$4.93M 0.97%
102,600
+101,050
29
$4.85M 0.95%
65,880
-2,353
30
$4.77M 0.93%
5,280
+3,827
31
$4M 0.78%
63,505
+16,115
32
$3.98M 0.78%
59,342
+18,433
33
$3.7M 0.73%
31,623
+1,495
34
$3.57M 0.7%
52,725
+16,560
35
$3.54M 0.69%
43,086
+4,581
36
$3.47M 0.68%
75,509
+1,497
37
$3.47M 0.68%
109,164
-4,175
38
$3.05M 0.6%
51,600
-3,223
39
– –
0
40
$2.73M 0.54%
49,503
+4,620
41
$2.42M 0.48%
76,877
+63,957
42
$2.4M 0.47%
49,820
-3,875
43
$2.4M 0.47%
41,825
-1,800
44
$2.29M 0.45%
36,640
+10,110
45
$2.27M 0.45%
10,109
-61,911
46
$2.17M 0.42%
21,410
+17,785
47
$2.15M 0.42%
42,719
-2,383
48
– –
0
49
$2.09M 0.41%
52,719
-5,666
50
$1.97M 0.39%
19,400
+9,860
1
2
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