BHB

Bank Hapoalim BM Portfolio holdings

AUM $733M
1-Year Est. Return 15.95%
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$733M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.99M
3
+$795K
4
TDOC icon
Teladoc Health
TDOC
+$777K
5
SMCI icon
Super Micro Computer
SMCI
+$748K

Top Sells

1
+$8.47M
2
+$6.47M
3
+$4.53M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.55M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.33M

Sector Composition

1 Technology 12.71%
2 Healthcare 3.32%
3 Communication Services 2.84%
4 Consumer Discretionary 1.68%
5 Financials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPAM icon
51
EPAM Systems
EPAM
$7.92B
$2.53M 0.34%
14,290
+795
LLY icon
52
Eli Lilly
LLY
$735B
$2.39M 0.33%
3,071
-143
EW icon
53
Edwards Lifesciences
EW
$42.7B
$2.38M 0.32%
30,400
-60
VT icon
54
Vanguard Total World Stock ETF
VT
$54B
$2.37M 0.32%
18,473
+2,387
NVDA icon
55
NVIDIA
NVDA
$4.43T
$2.27M 0.31%
14,348
-338
SHLD icon
56
Global X Defense Tech ETF
SHLD
$4.25B
$2.13M 0.29%
35,410
+720
DIA icon
57
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.2B
$2.13M 0.29%
4,835
+46
DELL icon
58
Dell
DELL
$101B
$1.93M 0.26%
15,731
-1,104
NVO icon
59
Novo Nordisk
NVO
$249B
$1.92M 0.26%
27,750
+5,215
VHT icon
60
Vanguard Health Care ETF
VHT
$15.9B
$1.86M 0.25%
7,511
-782
V icon
61
Visa
V
$651B
$1.8M 0.25%
5,062
+182
MRK icon
62
Merck
MRK
$210B
$1.77M 0.24%
22,354
-4,400
ORCL icon
63
Oracle
ORCL
$892B
$1.72M 0.23%
7,852
-920
GOOGL icon
64
Alphabet (Google) Class A
GOOGL
$3.04T
$1.64M 0.22%
9,294
-28
IEI icon
65
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
– –
0
BRK.B icon
66
Berkshire Hathaway Class B
BRK.B
$1.05T
$1.6M 0.22%
3,303
-402
ITOT icon
67
iShares Core S&P Total US Stock Market ETF
ITOT
$77.3B
$1.52M 0.21%
12,444
SEDG icon
68
SolarEdge
SEDG
$2.38B
$1.44M 0.2%
70,475
+29,859
VCSH icon
69
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
– –
0
UNH icon
70
UnitedHealth
UNH
$323B
$1.21M 0.17%
3,888
+2,357
ABT icon
71
Abbott
ABT
$222B
$1.12M 0.15%
8,260
IHI icon
72
iShares US Medical Devices ETF
IHI
$4.15B
$1.09M 0.15%
17,466
-2,986
AMD icon
73
Advanced Micro Devices
AMD
$381B
$1.02M 0.14%
7,165
+142
SKYY icon
74
First Trust Cloud Computing ETF
SKYY
$3.19B
$912K 0.12%
7,495
-265
PATH icon
75
UiPath
PATH
$8.46B
$883K 0.12%
68,963
-10,165
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3
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