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
$723M
AUM Growth
+$721M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$16.2M
3
+$15.9M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$15.2M
5
VT icon
Vanguard Total World Stock ETF
VT
+$14.9M

Top Sells

1
+$11.9M
2
+$3.82M
3
+$1.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.72M
5
TAN icon
Invesco Solar ETF
TAN
+$1.66M

Sector Composition

1 Technology 13.68%
2 Financials 4.95%
3 Communication Services 3.65%
4 Consumer Discretionary 3.55%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.71M 0.24%
4,879
-73
77
$1.63M 0.23%
+8,328
78
$1.58M 0.22%
17,941
+4,278
79
$1.56M 0.22%
34,873
-25,230
80
$1.53M 0.21%
79,408
+2,039
81
$1.46M 0.2%
24,564
+66
82
$1.43M 0.2%
21,228
-1,808
83
$1.43M 0.2%
21,201
+862
84
$1.4M 0.19%
3,903
-195
85
$1.37M 0.19%
17,583
+2,597
86
$1.34M 0.19%
+47,549
87
$1.31M 0.18%
15,879
+5,659
88
$1.3M 0.18%
27,760
-19,070
89
– –
0
90
$1.18M 0.16%
13,193
+5,646
91
$1.17M 0.16%
8,483
-500
92
$1.11M 0.15%
5,000
-1,640
93
$1.11M 0.15%
2,010
-1,162
94
$1.1M 0.15%
14,313
+1,925
95
$1.1M 0.15%
7,277
+91
96
$1.08M 0.15%
32,724
+155
97
$1.08M 0.15%
12,750
-500
98
$1.07M 0.15%
+64,360
99
$1.07M 0.15%
+31,800
100
$1.05M 0.15%
+19,680
2 3
4
5 6