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
$702M
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$6.57M
3
+$5.9M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$4.68M
5
SEDG icon
SolarEdge
SEDG
+$4.46M

Top Sells

1
+$12.7M
2
+$11.2M
3
+$10.9M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.87M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

Sector Composition

1 Technology 19.38%
2 Financials 3.55%
3 Healthcare 3.43%
4 Communication Services 2.09%
5 Consumer Discretionary 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.16M 1.31%
75,745
-5,561
27
$8.8M 1.25%
127,220
-13,720
28
$8.75M 1.25%
45,000
-2,000
29
$7.91M 1.13%
234,699
+3,414
30
– –
0
31
$7.48M 1.07%
18,364
-228
32
$7.13M 1.02%
219,000
33
$7.11M 1.01%
318,000
-318,000
34
$7.09M 1.01%
104,396
+850
35
$6.25M 0.89%
29,582
-1,802
36
$6.17M 0.88%
94,733
+2,151
37
$5.9M 0.84%
+272,000
38
$5.48M 0.78%
107,075
+54,140
39
$5.4M 0.77%
74,000
40
$5.22M 0.74%
41,544
-7,380
41
$4.87M 0.69%
28,703
+13,067
42
$4.79M 0.68%
80,637
-11,692
43
$4.68M 0.67%
+130,000
44
$4.29M 0.61%
7,626
-1,193
45
$4.26M 0.61%
21,548
-220
46
$4.09M 0.58%
30,340
-3,625
47
– –
0
48
$3.72M 0.53%
34,656
-1,377
49
$3.66M 0.52%
7,809
-1,245
50
$3.39M 0.48%
14,276
-8,160
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2
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