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
$702M
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$6.57M
3
+$5.9M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$4.68M
5
SEDG icon
SolarEdge
SEDG
+$4.46M

Top Sells

1
+$12.7M
2
+$11.2M
3
+$10.9M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.87M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

Sector Composition

1 Technology 19.38%
2 Financials 3.55%
3 Healthcare 3.43%
4 Communication Services 2.09%
5 Consumer Discretionary 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
0
77
$1.63M 0.23%
72,205
-9,695
78
$1.6M 0.23%
74,634
-27,435
79
$1.56M 0.22%
13,678
-6,375
80
$1.52M 0.22%
17,081
-1,272
81
$1.45M 0.21%
19,101
+483
82
$1.4M 0.2%
77,978
-57,120
83
$1.37M 0.19%
468,000
84
$1.34M 0.19%
29,050
-5,560
85
$1.33M 0.19%
14,335
-3,845
86
$1.3M 0.19%
12,385
-1,735
87
$1.25M 0.18%
15,460
-1,500
88
$1.23M 0.17%
14,970
-30
89
$1.22M 0.17%
6,618
-70
90
$1.2M 0.17%
13,650
-3,010
91
$1.2M 0.17%
9,080
-2,709
92
$1.19M 0.17%
12,125
-1,026
93
$1.16M 0.17%
10,682
94
$1.14M 0.16%
2,892
-75
95
$1.1M 0.16%
11,218
-5,357
96
$1.06M 0.15%
53,619
-5
97
$1.05M 0.15%
8,220
-2,875
98
$1.04M 0.15%
7,264
-1,303
99
$1.04M 0.15%
8,700
-255
100
$1.02M 0.15%
4,132
-660
2 3
4
5 6