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
$426M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$3.08M
3
+$2.94M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$2.86M
5
PYPL icon
PayPal
PYPL
+$2.56M

Top Sells

1
+$5.71M
2
+$3.89M
3
+$3.73M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$3.05M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$1.89M

Sector Composition

1 Technology 11.01%
2 Consumer Discretionary 6.06%
3 Financials 5.15%
4 Healthcare 4.48%
5 Real Estate 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.4M 1.03%
135,535
+2,579
27
$4.39M 1.03%
139,912
-42,468
28
$4.17M 0.98%
98,380
-4,580
29
$4.01M 0.94%
118,784
+8,548
30
– –
0
31
$3.63M 0.85%
65,650
-755
32
$3.52M 0.83%
50,980
+660
33
– –
0
34
$3.23M 0.76%
61,297
-1,285
35
$3.08M 0.72%
28,578
+14,361
36
$3.05M 0.72%
70,912
+59,600
37
$3.01M 0.71%
50,366
+4,505
38
$2.94M 0.69%
+66,300
39
$2.86M 0.67%
+19,085
40
$2.74M 0.64%
43,265
+155
41
$2.62M 0.61%
46,477
-2,208
42
$2.55M 0.6%
54,095
-13,475
43
$2.5M 0.59%
3,330
44
$2.44M 0.57%
27,758
-1,022
45
$2.42M 0.57%
25,100
46
$2.22M 0.52%
32,733
-3,896
47
$2.21M 0.52%
37,778
+7,315
48
$2.2M 0.52%
43,145
+17,484
49
$2.09M 0.49%
40,500
50
$1.92M 0.45%
23,258
+3,155
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2
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