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
$884M
AUM Growth
+$96.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.9M
3
+$8.01M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$6.31M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.62M

Top Sells

1
+$88.3M
2
+$51.7M
3
+$32.7M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$20.3M
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$18M

Sector Composition

1 Technology 14%
2 Financials 6.45%
3 Communication Services 5.55%
4 Consumer Discretionary 4.38%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.29M 0.6%
29,652
+877
52
$5.06M 0.57%
9,203
+7,257
53
$4.84M 0.55%
23,751
+5,835
54
$4.67M 0.53%
67,901
-4,580
55
$4.5M 0.51%
20,813
-2,008
56
$4.31M 0.49%
13,286
+4,058
57
$4.28M 0.48%
15,415
+274
58
$4.26M 0.48%
27,400
-1,231
59
$3.85M 0.44%
29,098
+1,180
60
$3.68M 0.42%
31,679
+4,790
61
$3.65M 0.41%
11,750
-227
62
$3.49M 0.39%
36,941
+643
63
$3.49M 0.39%
3,990
-34
64
$3.44M 0.39%
2,790
65
$3.36M 0.38%
49,813
-60,187
66
$3.29M 0.37%
29,195
-801
67
$3.27M 0.37%
13,400
-41
68
$3.11M 0.35%
+3,047
69
$2.91M 0.33%
23,000
70
$2.8M 0.32%
+14,621
71
$2.76M 0.31%
12,016
+5,035
72
– –
0
73
$2.65M 0.3%
67,788
-9,636
74
$2.48M 0.28%
6,790
+18
75
$2.4M 0.27%
50,148
-5,887
1 2
3
4 5