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
$471M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.15M
3
+$3.02M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.11M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M

Top Sells

1
+$7.08M
2
+$6.1M
3
+$3.48M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$3.3M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.86M

Sector Composition

1 Technology 11.96%
2 Consumer Discretionary 5.82%
3 Real Estate 4.73%
4 Healthcare 4.31%
5 Financials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.45%
75,648
+29,574
52
$2.1M 0.45%
21,759
-801
53
$2.06M 0.44%
87,572
+70,162
54
$1.95M 0.41%
65,595
-6,030
55
$1.81M 0.38%
30,870
56
$1.67M 0.36%
20,984
+2,875
57
$1.65M 0.35%
17,843
+1,045
58
$1.59M 0.34%
202,910
-10,810
59
$1.43M 0.3%
17,320
-992
60
$1.41M 0.3%
11,663
+958
61
$1.38M 0.29%
13,596
+1,119
62
$1.37M 0.29%
5,960
+235
63
$1.36M 0.29%
269,067
64
– –
0
65
$1.28M 0.27%
28,182
-5,142
66
$1.27M 0.27%
16,048
-620
67
$1.24M 0.26%
20,365
+7,468
68
$1.22M 0.26%
12,770
+3,339
69
$1.22M 0.26%
+14,300
70
– –
0
71
$1.19M 0.25%
25,338
+2,338
72
$1.18M 0.25%
28,360
-9,080
73
$1.18M 0.25%
23,295
+840
74
$1.09M 0.23%
37,685
+175
75
$959K 0.2%
46,525
-30,275
1 2
3
4 5