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
$440M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$12.5M
3
+$6.99M
4
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$4.48M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.96M

Top Sells

1
+$24.5M
2
+$19.6M
3
+$18.4M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$10.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.53M

Sector Composition

1 Technology 13.97%
2 Healthcare 5.13%
3 Consumer Discretionary 4.99%
4 Real Estate 3.63%
5 Financials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.37%
30,204
-5,876
52
$1.61M 0.37%
+113,605
53
$1.57M 0.36%
29,046
+3,186
54
$1.54M 0.35%
44,834
-166,371
55
$1.53M 0.35%
10,237
-38
56
$1.46M 0.33%
56,515
-35,807
57
$1.45M 0.33%
31,417
+5,205
58
$1.36M 0.31%
61,392
-3,045
59
$1.33M 0.3%
34,501
+680
60
$1.25M 0.29%
178,540
-2,200
61
$1.21M 0.28%
27,185
-1,833
62
$1.14M 0.26%
24,765
+19,685
63
$1.1M 0.25%
40,380
-8,919
64
$1.08M 0.25%
31,765
-8,615
65
$1.07M 0.24%
14,407
+8,680
66
$1.07M 0.24%
14,530
-390
67
$1.04M 0.24%
20,104
-3,174
68
$999K 0.23%
12,818
-3,000
69
$995K 0.23%
19,430
-19,754
70
$993K 0.23%
19,362
-150
71
– –
0
72
$934K 0.21%
13,577
-1,880
73
$931K 0.21%
31,030
-970
74
$909K 0.21%
21,309
-1,808
75
$907K 0.21%
13,405
-22,937
1 2
3
4 5