BHB

Bank Hapoalim BM Portfolio holdings

AUM $733M
1-Year Est. Return 15.95%
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$733M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.99M
3
+$795K
4
TDOC icon
Teladoc Health
TDOC
+$777K
5
SMCI icon
Super Micro Computer
SMCI
+$748K

Top Sells

1
+$8.47M
2
+$6.47M
3
+$4.53M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.55M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.33M

Sector Composition

1 Technology 12.71%
2 Healthcare 3.32%
3 Communication Services 2.84%
4 Consumer Discretionary 1.68%
5 Financials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARRY icon
76
Array Technologies
ARRY
$1.34B
$804K 0.11%
136,260
TDOC icon
77
Teladoc Health
TDOC
$1.59B
$777K 0.11%
+89,200
SMCI icon
78
Super Micro Computer
SMCI
$32B
$748K 0.1%
+15,264
IGSB icon
79
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
– –
0
C icon
80
Citigroup
C
$172B
$734K 0.1%
8,624
-401
IEF icon
81
iShares 7-10 Year Treasury Bond ETF
IEF
$39B
– –
0
AMAT icon
82
Applied Materials
AMAT
$181B
$708K 0.1%
3,870
+889
TSLA icon
83
Tesla
TSLA
$1.43T
$706K 0.1%
2,224
+53
QTEC icon
84
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.9B
$645K 0.09%
3,030
-112
IYG icon
85
iShares US Financial Services ETF
IYG
$1.88B
$636K 0.09%
7,435
-483
TDC icon
86
Teradata
TDC
$1.97B
$631K 0.09%
28,293
WBA
87
DELISTED
Walgreens Boots Alliance
WBA
$574K 0.08%
50,000
-1,000
BABA icon
88
Alibaba
BABA
$383B
$557K 0.08%
4,913
-100
AGG icon
89
iShares Core US Aggregate Bond ETF
AGG
$133B
– –
0
MA icon
90
Mastercard
MA
$497B
$548K 0.07%
975
-5
ADSK icon
91
Autodesk
ADSK
$63.9B
$523K 0.07%
1,690
KBWB icon
92
Invesco KBW Bank ETF
KBWB
$4.92B
$521K 0.07%
7,270
+821
DIS icon
93
Walt Disney
DIS
$198B
$456K 0.06%
3,679
-55
BKNG icon
94
Booking.com
BKNG
$161B
$440K 0.06%
76
+9
IAK icon
95
iShares US Insurance ETF
IAK
$669M
$438K 0.06%
3,260
+50
PCTY icon
96
Paylocity
PCTY
$8.19B
$435K 0.06%
2,400
IWM icon
97
iShares Russell 2000 ETF
IWM
$70.3B
$409K 0.06%
1,896
+45
WMT icon
98
Walmart
WMT
$849B
$395K 0.05%
4,040
+113
PLTR icon
99
Palantir
PLTR
$423B
$393K 0.05%
2,883
+190
PPH icon
100
VanEck Pharmaceutical ETF
PPH
$632M
$347K 0.05%
3,948
-95
2 3
4
5 6