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
$311M
AUM Growth
-$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.51M
3
+$6.47M
4
BABA icon
Alibaba
BABA
+$4.87M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.32M

Top Sells

1
+$9.5M
2
+$7.09M
3
+$6.59M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.77M
5
IYG icon
iShares US Financial Services ETF
IYG
+$5.71M

Sector Composition

1 Technology 15.16%
2 Financials 6.23%
3 Consumer Discretionary 6.11%
4 Communication Services 5.32%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.44%
23,315
-4,022
52
$1.34M 0.43%
+38,191
53
$1.33M 0.43%
25,500
-43,300
54
$1.29M 0.41%
+19,668
55
$1.28M 0.41%
5,475
+261
56
$1.25M 0.4%
13,565
+1,630
57
– –
0
58
$1.14M 0.37%
30,326
-7,876
59
$1.11M 0.36%
11,219
-7,242
60
$1.07M 0.34%
37,936
-21,976
61
$1.06M 0.34%
9,185
62
$1.04M 0.34%
+26,360
63
$1.02M 0.33%
175,990
64
$981K 0.32%
38,952
-9,332
65
$969K 0.31%
41,580
-26,111
66
$913K 0.29%
17,544
-36,420
67
$850K 0.27%
5,465
+1,230
68
– –
0
69
$811K 0.26%
8,784
-1,380
70
$787K 0.25%
20,141
+1,290
71
$777K 0.25%
10,745
72
$748K 0.24%
11,769
+2,190
73
$740K 0.24%
20,868
-38,190
74
$737K 0.24%
7,646
-1,042
75
$646K 0.21%
2,740
1 2
3
4 5