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
$996M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.6M
3
+$12.5M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$8.26M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$4.65M

Top Sells

1
+$16.2M
2
+$15.9M
3
+$14.7M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.84M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$8.78M

Sector Composition

1 Technology 14.9%
2 Financials 4.64%
3 Communication Services 4.25%
4 Healthcare 3.86%
5 Consumer Discretionary 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.74M 0.58%
28,073
-848
52
$5.7M 0.57%
214,730
-16,165
53
$5.51M 0.55%
29,245
-5,544
54
$5.42M 0.54%
16,884
-3,670
55
$5.15M 0.52%
19,320
-3,469
56
$5.11M 0.51%
43,828
+7,244
57
$5M 0.5%
14,851
-1,487
58
$4.74M 0.48%
45,481
-10,101
59
$4.42M 0.44%
32,660
+2,685
60
$4.21M 0.42%
27,213
-9,417
61
$4.17M 0.42%
13,963
-1,207
62
$4.05M 0.41%
60,000
63
$4M 0.4%
34,069
-16,353
64
$3.99M 0.4%
25,200
-2,218
65
$3.69M 0.37%
31,018
-26,054
66
$3.68M 0.37%
14,421
+1,161
67
$3.41M 0.34%
78,843
+12,087
68
$3.2M 0.32%
4,018
+873
69
$3.06M 0.31%
3,339
-657
70
$2.91M 0.29%
2,790
71
$2.77M 0.28%
10,048
-32
72
$2.75M 0.28%
23,642
-3,499
73
$2.75M 0.28%
12,341
+1,142
74
$2.73M 0.27%
4,089
-105
75
$2.68M 0.27%
16,618
+3,360
1 2
3
4 5