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
$803M
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.3M
3
+$14M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$13.7M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$10.4M

Top Sells

1
+$15M
2
+$14.5M
3
+$13.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.1M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.28M

Sector Composition

1 Technology 14.41%
2 Healthcare 4.41%
3 Communication Services 4.06%
4 Financials 3.09%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 1.35%
206,332
-9,993
27
$10.3M 1.29%
75,629
-8,737
28
$10M 1.25%
124,000
29
$9.57M 1.19%
183,410
30
$9.28M 1.16%
128,887
31
$9.19M 1.14%
170,360
-1,100
32
$9.12M 1.14%
28,568
+5,030
33
$9.06M 1.13%
316,280
34
$8.71M 1.08%
+4,700
35
$8.47M 1.05%
66,628
-5,783
36
$8.19M 1.02%
77,115
-1,145
37
$6.98M 0.87%
57,296
+16,093
38
$6.69M 0.83%
19,284
-29,224
39
$6.54M 0.81%
39,602
+446
40
$6.3M 0.78%
41,161
-920
41
$6.03M 0.75%
30,638
-3,966
42
$5.83M 0.73%
136,068
+54,213
43
$5.81M 0.72%
184,780
-100,813
44
– –
0
45
$5.45M 0.68%
65,100
46
$5.34M 0.67%
104,560
-925
47
$4.76M 0.59%
208,893
-74,171
48
$4.64M 0.58%
74,000
49
$4.59M 0.57%
35,947
+10,872
50
– –
0
1
2
3 4 5