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
$731M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$16.6M
3
+$9.53M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.06M
5
AMZN icon
Amazon
AMZN
+$3.04M

Top Sells

1
+$9.37M
2
+$7.86M
3
+$3.79M
4
JPM icon
JPMorgan Chase
JPM
+$2.62M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.53M

Sector Composition

1 Technology 15.14%
2 Healthcare 2.78%
3 Communication Services 2.22%
4 Financials 1.98%
5 Consumer Discretionary 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 1.37%
123,895
-1,335
27
$10M 1.37%
71,081
-1,207
28
$9.53M 1.3%
+49,502
29
– –
0
30
$8.53M 1.17%
117,334
+3,230
31
$7.6M 1.04%
81,228
-2,452
32
$7.53M 1.03%
272,000
33
$7.43M 1.02%
318,000
34
– –
0
35
$7.18M 0.98%
16,440
-980
36
$6.92M 0.95%
38,694
+9,071
37
$6.87M 0.94%
95,481
-9,221
38
$6.22M 0.85%
23,631
-3,691
39
$5.73M 0.78%
37,529
+40
40
$5.54M 0.76%
99,000
41
$5.32M 0.73%
101,305
42
$5.28M 0.72%
46,352
+11,866
43
$5.12M 0.7%
35,423
+9,192
44
$4.64M 0.63%
27,270
-15,374
45
$4.54M 0.62%
6,427
-1,020
46
– –
0
47
$4M 0.55%
20,785
-491
48
$3.97M 0.54%
13,338
-110
49
$3.54M 0.48%
22,851
-830
50
$3.48M 0.48%
25,671
-1,468
1
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