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
$317M
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.6M
3
+$7.03M
4
AMZN icon
Amazon
AMZN
+$6.7M
5
FIW icon
First Trust Water ETF
FIW
+$4.11M

Top Sells

1
+$22.1M
2
+$20.2M
3
+$12.5M
4
BABA icon
Alibaba
BABA
+$9.56M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9M

Sector Composition

1 Technology 20.44%
2 Financials 6.31%
3 Communication Services 5.27%
4 Healthcare 5.22%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
$3.18M 1%
19,120
+15,374
28
$2.92M 0.92%
74,402
-49,447
29
$2.8M 0.88%
108,667
-6,040
30
$2.65M 0.84%
27,051
-1,057
31
$2.47M 0.78%
32,465
+4,830
32
$2.43M 0.77%
72,840
+4,990
33
$2.28M 0.72%
23,827
+987
34
$2.27M 0.72%
73,330
-6,277
35
$2.16M 0.68%
327,880
-51,640
36
$2.1M 0.66%
8,705
+2,225
37
$2.06M 0.65%
24,367
-3,570
38
$2.05M 0.65%
19,339
+17,380
39
$1.92M 0.61%
78,326
+11,815
40
$1.84M 0.58%
67,667
-5,749
41
$1.7M 0.54%
7,730
-713
42
$1.68M 0.53%
12,136
+60
43
$1.66M 0.52%
+10,640
44
$1.66M 0.52%
12,621
-858
45
$1.63M 0.51%
23,796
-3,585
46
$1.61M 0.51%
17,282
+1,872
47
$1.59M 0.5%
11,039
-586
48
$1.57M 0.5%
8,076
-49,137
49
– –
0
50
$1.55M 0.49%
12,741
-45,733
1
2
3 4 5