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
$707M
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$16.3M
3
+$12.7M
4
VV icon
Vanguard Large-Cap ETF
VV
+$12.7M
5
VTV icon
Vanguard Value ETF
VTV
+$12.7M

Top Sells

1
+$40.7M
2
+$28M
3
+$23.7M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$23.6M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$19.7M

Sector Composition

1 Technology 14.29%
2 Healthcare 3.93%
3 Communication Services 2.95%
4 Financials 1.75%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.42M 0.48%
19,954
-2,159
52
$2.92M 0.41%
11,117
-680
53
$2.9M 0.41%
25,709
-794
54
$2.8M 0.4%
22,644
+50
55
$2.77M 0.39%
10,400
+1,543
56
$2.74M 0.39%
48,951
-229,934
57
$2.72M 0.38%
29,465
-2,500
58
$2.66M 0.38%
85,899
+50,859
59
$2.63M 0.37%
13,998
-5
60
$2.49M 0.35%
12,937
-317
61
$2.47M 0.35%
17,474
-2,049
62
$2.39M 0.34%
14,727
+3,595
63
– –
0
64
$2.24M 0.32%
2,192
-753
65
$2.23M 0.32%
4,432
-85
66
$2.21M 0.31%
5,439
-772
67
$2.17M 0.31%
15,496
-10,867
68
$2.14M 0.3%
24,783
+10,208
69
$1.99M 0.28%
16,065
-33,955
70
$1.94M 0.27%
3,818
-653
71
$1.91M 0.27%
22,675
-370
72
$1.89M 0.27%
4,834
-538
73
$1.7M 0.24%
23,552
-3,884
74
$1.57M 0.22%
8,634
+548
75
$1.56M 0.22%
26,642
-4,031
1 2
3
4 5