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
$813M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$24.8M
3
+$22.7M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$21.9M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$15.9M

Top Sells

1
+$33.4M
2
+$32.6M
3
+$30.2M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$15.5M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$15.1M

Sector Composition

1 Technology 10.53%
2 Communication Services 3.04%
3 Consumer Discretionary 2.7%
4 Healthcare 2.38%
5 Financials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIA icon
51
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.6B
$2.42M 0.3%
5,216
+381
GOOGL icon
52
Alphabet (Google) Class A
GOOGL
$3.86T
$2.27M 0.28%
9,330
+36
DELL icon
53
Dell
DELL
$89.4B
$2.25M 0.28%
15,875
+144
ORCL icon
54
Oracle
ORCL
$576B
$2.19M 0.27%
7,786
-66
EPAM icon
55
EPAM Systems
EPAM
$10.3B
$2.17M 0.27%
14,371
+81
LLY icon
56
Eli Lilly
LLY
$963B
$2.06M 0.25%
2,701
-370
ITOT icon
57
iShares Core S&P Total US Stock Market ETF
ITOT
$80.2B
$1.81M 0.22%
12,444
NVO icon
58
Novo Nordisk
NVO
$219B
$1.81M 0.22%
32,630
+4,880
PFE icon
59
Pfizer
PFE
$146B
$1.75M 0.21%
68,545
-42,710
BRK.B icon
60
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.65M 0.2%
3,278
-25
SEDG icon
61
SolarEdge
SEDG
$2.18B
$1.64M 0.2%
44,275
-26,200
IEI icon
62
iShares 3-7 Year Treasury Bond ETF
IEI
$17.6B
– –
0
V icon
63
Visa
V
$645B
$1.6M 0.2%
4,701
-361
EW icon
64
Edwards Lifesciences
EW
$50.3B
$1.49M 0.18%
19,150
-11,250
VHT icon
65
Vanguard Health Care ETF
VHT
$17.6B
$1.44M 0.18%
5,537
-1,974
UNH icon
66
UnitedHealth
UNH
$299B
$1.37M 0.17%
3,963
+75
VCSH icon
67
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
– –
0
AMD icon
68
Advanced Micro Devices
AMD
$354B
$1.25M 0.15%
7,755
+590
META icon
69
Meta Platforms (Facebook)
META
$1.63T
$1.25M 0.15%
1,705
-2,347
EQIX icon
70
Equinix
EQIX
$74B
$1.09M 0.13%
+1,386
MRK icon
71
Merck
MRK
$260B
$1.03M 0.13%
12,254
-10,100
TDOC icon
72
Teladoc Health
TDOC
$1.35B
$1.03M 0.13%
132,741
+43,541
SKYY icon
73
First Trust Cloud Computing ETF
SKYY
$3.04B
$992K 0.12%
7,383
-112
IHI icon
74
iShares US Medical Devices ETF
IHI
$4.34B
$973K 0.12%
16,197
-1,269
ABT icon
75
Abbott
ABT
$224B
$946K 0.12%
7,060
-1,200
1 2
3
4 5