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
$440M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$12.5M
3
+$6.99M
4
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$4.48M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.96M

Top Sells

1
+$24.5M
2
+$19.6M
3
+$18.4M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$10.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.53M

Sector Composition

1 Technology 13.97%
2 Healthcare 5.13%
3 Consumer Discretionary 4.99%
4 Real Estate 3.63%
5 Financials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$898K 0.2%
+53,372
77
$898K 0.2%
3,990
-2,164
78
$854K 0.19%
8,580
-1,352
79
$850K 0.19%
5,874
+520
80
$847K 0.19%
31,180
-8,210
81
$843K 0.19%
15,903
-4,097
82
$818K 0.19%
19,044
-2,266
83
$800K 0.18%
37,997
+15,689
84
– –
0
85
– –
0
86
$718K 0.16%
13,720
-55
87
$711K 0.16%
7,070
-185
88
$709K 0.16%
55
-18
89
$692K 0.16%
20,810
-12,900
90
– –
0
91
$673K 0.15%
6,400
+320
92
$642K 0.15%
10,642
-1,127
93
$639K 0.15%
31,290
+18,060
94
$632K 0.14%
6,038
+2,047
95
$628K 0.14%
5,568
+237
96
$624K 0.14%
17,242
+5,935
97
$622K 0.14%
8,279
-440
98
$597K 0.14%
20,403
-10,027
99
$582K 0.13%
+13,889
100
$563K 0.13%
20,114
-1,025
2 3
4
5 6