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
$457K
AUM Growth
-$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$46.2K
2
+$1.28K
3
+$1.19K
4
V icon
Visa
V
+$1.07K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$983

Top Sells

1
+$5.88M
2
+$4.42M
3
+$3.29M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.26M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.88M

Sector Composition

1 Technology 14.38%
2 Consumer Discretionary 6.24%
3 Financials 5.86%
4 Real Estate 4.28%
5 Communication Services 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04K 0.23%
25,471
+8,066
77
$1.04K 0.23%
18,005
+3,195
78
$1K 0.22%
9,325
-235
79
$995 0.22%
213,490
+107,500
80
$994 0.22%
23,230
+2,210
81
$953 0.21%
12,260
82
– –
0
83
– –
0
84
$933 0.2%
49,232
+21,279
85
$922 0.2%
22,660
-2,200
86
$897 0.2%
23,865
+2,850
87
$885 0.19%
13,684
-17,135
88
$879 0.19%
11,518
-2,580
89
$855 0.19%
+14,595
90
$843 0.18%
20,842
+285
91
$825 0.18%
14,374
-2,714
92
$803 0.18%
+23,013
93
$802 0.18%
14,319
+330
94
$795 0.17%
8,067
-104
95
$792 0.17%
19,993
-2,285
96
$770 0.17%
4,472
-105
97
$764 0.17%
269,067
98
$755 0.17%
+3,224
99
– –
0
100
$740 0.16%
15,694
+6,437
2 3
4
5 6