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
$731M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$16.6M
3
+$9.53M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.06M
5
AMZN icon
Amazon
AMZN
+$3.04M

Top Sells

1
+$9.37M
2
+$7.86M
3
+$3.79M
4
JPM icon
JPMorgan Chase
JPM
+$2.62M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.53M

Sector Composition

1 Technology 15.14%
2 Healthcare 2.78%
3 Communication Services 2.22%
4 Financials 1.98%
5 Consumer Discretionary 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.52M 0.21%
+12,781
77
$1.38M 0.19%
10,550
-1,872
78
$1.32M 0.18%
14,628
-980
79
$1.29M 0.18%
29,625
-1,012
80
– –
0
81
$1.21M 0.17%
+15,465
82
$1.2M 0.16%
11,560
-2,700
83
$1.19M 0.16%
8,492
+102
84
$1.16M 0.16%
69,135
-2,800
85
$1.15M 0.16%
+10,447
86
$1.13M 0.15%
49,726
-788
87
$1.11M 0.15%
14,355
+11,340
88
$1.11M 0.15%
312
-2
89
$1.04M 0.14%
7,271
-400
90
$1.03M 0.14%
74,918
91
$1.01M 0.14%
1,691
-3,350
92
$977K 0.13%
11,146
-3,188
93
$946K 0.13%
12,400
+5,500
94
$917K 0.13%
10,878
-1,037
95
$906K 0.12%
+6,652
96
$834K 0.11%
2,413
-18
97
– –
0
98
$794K 0.11%
3,139
-495
99
$786K 0.11%
4,766
-900
100
$771K 0.11%
4,395
-326
2 3
4
5 6