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
$440M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$12.5M
3
+$6.99M
4
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$4.48M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.96M

Top Sells

1
+$24.5M
2
+$19.6M
3
+$18.4M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$10.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.53M

Sector Composition

1 Technology 13.97%
2 Healthcare 5.13%
3 Consumer Discretionary 4.99%
4 Real Estate 3.63%
5 Financials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.46M 1.01%
79,200
-750
27
$4.45M 1.01%
60,555
-2,923
28
$4.22M 0.96%
22,550
+20,000
29
$4.13M 0.94%
62,577
-1,654
30
$3.97M 0.9%
5,280
-3,950
31
$3.96M 0.9%
+101,920
32
$3.94M 0.9%
103,740
-516,860
33
$3.51M 0.8%
34,644
+1,427
34
$3.1M 0.71%
101,386
+8,572
35
$3.08M 0.7%
78,300
-621,700
36
$3.08M 0.7%
46,856
-2,869
37
$2.98M 0.68%
+88,340
38
– –
0
39
$2.34M 0.53%
28,751
-13,845
40
$2.29M 0.52%
84,350
+64,778
41
$2.2M 0.5%
45,845
-1,125
42
– –
0
43
$2.03M 0.46%
10,293
+3,380
44
$1.96M 0.45%
20,054
+4,148
45
– –
0
46
$1.83M 0.42%
34,550
-1,625
47
– –
0
48
$1.72M 0.39%
57,283
+16,870
49
$1.71M 0.39%
21,410
+14,340
50
$1.65M 0.38%
35,467
-5,362
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