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
$788M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$20M
3
+$19.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.7M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$14.4M

Top Sells

1
+$19.6M
2
+$18.9M
3
+$17.8M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$17.5M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$16.7M

Sector Composition

1 Technology 13.2%
2 Financials 6.03%
3 Communication Services 5.3%
4 Consumer Discretionary 4.67%
5 Healthcare 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.28M 0.54%
43,459
-16,392
52
$4.14M 0.53%
14,056
+3,625
53
$3.92M 0.5%
22,821
-7,915
54
$3.9M 0.49%
+17,916
55
$3.87M 0.49%
+15,141
56
$3.51M 0.45%
27,918
+890
57
$3.36M 0.43%
36,298
+23,105
58
$3.34M 0.42%
137,382
+89,833
59
$3.34M 0.42%
38,000
60
$3.25M 0.41%
29,996
-65
61
$3.22M 0.41%
+11,631
62
$3.13M 0.4%
+11,977
63
$3.08M 0.39%
2,790
+1,857
64
$3.07M 0.39%
+66,851
65
$3.05M 0.39%
13,441
-649
66
$3.05M 0.39%
9,228
-691
67
$3.03M 0.39%
4,024
-58
68
$3.01M 0.38%
26,889
-39,349
69
– –
0
70
$2.84M 0.36%
+15,095
71
$2.81M 0.36%
77,424
-41,771
72
$2.73M 0.35%
23,000
-20,000
73
$2.48M 0.31%
+56,035
74
$2.41M 0.31%
6,772
-275
75
$2.31M 0.29%
59,136
+37,077
1 2
3
4 5