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
$366M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$10.7M
3
+$9.28M
4
VIS icon
Vanguard Industrials ETF
VIS
+$6.54M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.97M

Top Sells

1
+$10.3M
2
+$10.2M
3
+$5.76M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.06M
5
CPRI icon
Capri Holdings
CPRI
+$1.93M

Sector Composition

1 Technology 16.45%
2 Healthcare 4.59%
3 Energy 1.85%
4 Communication Services 1.75%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.31%
12,747
-1,075
52
$1.1M 0.3%
10,468
-200
53
$1.05M 0.29%
5,140
54
$1.04M 0.29%
22,954
-266
55
$1.04M 0.28%
14,358
-84
56
$1.03M 0.28%
16,536
+3,235
57
$1M 0.27%
9,370
58
$991K 0.27%
40,255
-2,500
59
$974K 0.27%
45,344
-8,150
60
$960K 0.26%
5,190
-275
61
$930K 0.25%
17,902
-800
62
$904K 0.25%
20,645
-150
63
$875K 0.24%
21,351
-8,200
64
$852K 0.23%
25,041
65
$851K 0.23%
14,194
+3,506
66
$836K 0.23%
+22,710
67
– –
0
68
$730K 0.2%
5,363
-100
69
$716K 0.2%
26,337
+11,145
70
$713K 0.19%
27,770
+17,070
71
$703K 0.19%
9,588
-140,631
72
$693K 0.19%
12,680
-28,480
73
$685K 0.19%
25,346
+2,000
74
$661K 0.18%
8,402
-842
75
$658K 0.18%
7,598
+529
1 2
3
4 5