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
$802M
AUM Growth
+$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.7M
3
+$6.32M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$5.85M
5
QCOM icon
Qualcomm
QCOM
+$5.22M

Top Sells

1
+$19.8M
2
+$16.6M
3
+$12.8M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$12.5M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.89M

Sector Composition

1 Technology 15.36%
2 Healthcare 4%
3 Financials 3.96%
4 Communication Services 2.12%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
$4.2M 0.52%
12,820
-210
53
$4.07M 0.51%
30,705
-9,210
54
$3.91M 0.49%
11,794
+9,243
55
$3.69M 0.46%
68,980
+54,730
56
$3.56M 0.44%
36,272
+581
57
$3.49M 0.44%
11,312
+632
58
$3.38M 0.42%
20,945
+102
59
$3.21M 0.4%
6,061
+214
60
$3.03M 0.38%
33,251
-4,120
61
$2.97M 0.37%
48,933
-5,660
62
$2.87M 0.36%
25,905
-561
63
– –
0
64
$2.43M 0.3%
22,115
-4,579
65
– –
0
66
$2.33M 0.29%
4,272
-153
67
$2.31M 0.29%
51,040
-29,133
68
$2.29M 0.29%
22,699
-1,420
69
$2.16M 0.27%
5,560
-115
70
$2.13M 0.27%
14,308
-3,362
71
$2.03M 0.25%
15,731
-1,518
72
$1.96M 0.24%
101,150
-500
73
$1.94M 0.24%
17,367
+1,008
74
$1.81M 0.23%
15,822
-2,160
75
$1.69M 0.21%
20,098
-47,361
1 2
3
4 5