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
$456M
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.48M
3
+$3.28M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$2.99M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.84M

Top Sells

1
+$5.68M
2
+$2.45M
3
+$1.99M
4
CRM icon
Salesforce
CRM
+$1.83M
5
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$1.25M

Sector Composition

1 Technology 14.9%
2 Financials 5.8%
3 Communication Services 4.82%
4 Consumer Discretionary 4.49%
5 Healthcare 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$893K 0.2%
10,963
-602
77
$887K 0.19%
7,360
-714
78
$834K 0.18%
13,339
-1,801
79
– –
0
80
$820K 0.18%
28,340
+2,500
81
$786K 0.17%
25,944
-10,590
82
$772K 0.17%
17,198
-1,378
83
$772K 0.17%
207,990
+12,000
84
– –
0
85
$750K 0.16%
47,040
-3,040
86
– –
0
87
$718K 0.16%
3,746
-361
88
$711K 0.16%
9,144
+1,113
89
$709K 0.16%
14,313
-25,310
90
$687K 0.15%
15,452
+6,412
91
$686K 0.15%
4,580
+1,090
92
– –
0
93
$679K 0.15%
17,622
-756
94
$672K 0.15%
6,361
95
$653K 0.14%
12,086
+775
96
$645K 0.14%
6,287
-137
97
$621K 0.14%
7,663
+3,787
98
$621K 0.14%
8,598
99
$593K 0.13%
15,000
-1,000
100
$587K 0.13%
4,700
+143
2 3
4
5 6