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
$456M
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.48M
3
+$3.28M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$2.99M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.84M

Top Sells

1
+$5.68M
2
+$2.45M
3
+$1.99M
4
CRM icon
Salesforce
CRM
+$1.83M
5
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$1.25M

Sector Composition

1 Technology 14.9%
2 Financials 5.8%
3 Communication Services 4.82%
4 Consumer Discretionary 4.49%
5 Healthcare 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 0.4%
23,096
-800
52
$1.8M 0.4%
15,410
-970
53
$1.79M 0.39%
38,602
+16,692
54
$1.69M 0.37%
17,244
-1,010
55
$1.67M 0.37%
5,630
+300
56
$1.59M 0.35%
12,076
+93
57
$1.57M 0.35%
21,384
-945
58
$1.55M 0.34%
26,232
-875
59
$1.47M 0.32%
15,714
-83
60
$1.43M 0.31%
21,360
-180
61
$1.4M 0.31%
6,810
-6,003
62
$1.4M 0.31%
47,720
-5,200
63
$1.39M 0.31%
30,485
+2,315
64
$1.39M 0.3%
+23,795
65
$1.37M 0.3%
+10,719
66
$1.34M 0.29%
15,458
-1,258
67
$1.3M 0.29%
20,648
+6,008
68
$1.22M 0.27%
31,615
-9,917
69
– –
0
70
$1.06M 0.23%
11,292
+517
71
$972K 0.21%
18,068
-458
72
$956K 0.21%
+7,814
73
$946K 0.21%
11,839
+4,290
74
$902K 0.2%
439
+15
75
$894K 0.2%
53,400
+8,400
1 2
3
4 5