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
$702M
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$6.57M
3
+$5.9M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$4.68M
5
SEDG icon
SolarEdge
SEDG
+$4.46M

Top Sells

1
+$12.7M
2
+$11.2M
3
+$10.9M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.87M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

Sector Composition

1 Technology 19.38%
2 Financials 3.55%
3 Healthcare 3.43%
4 Communication Services 2.09%
5 Consumer Discretionary 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.31M 0.47%
9,639
-2,204
52
$3.15M 0.45%
36,841
-11,340
53
$3.03M 0.43%
8,890
-318
54
$3.02M 0.43%
45,530
-16,440
55
$3.02M 0.43%
13,432
+1,080
56
$3.01M 0.43%
6,154
+2,619
57
$2.84M 0.4%
19,416
-1,918
58
$2.74M 0.39%
21,053
-2,510
59
$2.7M 0.38%
22,207
+1,063
60
$2.69M 0.38%
23,355
-150
61
$2.66M 0.38%
+79,655
62
– –
0
63
$2.38M 0.34%
4,951
-297
64
$2.37M 0.34%
+12,634
65
$2.35M 0.34%
64,126
-27,244
66
$2.32M 0.33%
53,767
67
– –
0
68
$2.21M 0.31%
52,190
-26,740
69
$2.15M 0.31%
16,790
-2,024
70
$2.12M 0.3%
2,921
+74
71
$1.99M 0.28%
14,502
-100
72
$1.85M 0.26%
16,675
-6,164
73
$1.78M 0.25%
22,900
-500
74
$1.71M 0.24%
+103,244
75
$1.7M 0.24%
31,771
-250
1 2
3
4 5