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
$707M
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$16.3M
3
+$12.7M
4
VV icon
Vanguard Large-Cap ETF
VV
+$12.7M
5
VTV icon
Vanguard Value ETF
VTV
+$12.7M

Top Sells

1
+$40.7M
2
+$28M
3
+$23.7M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$23.6M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$19.7M

Sector Composition

1 Technology 14.29%
2 Healthcare 3.93%
3 Communication Services 2.95%
4 Financials 1.75%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.52M 0.21%
16,865
-390
77
$1.39M 0.2%
4,645
-877
78
$1.39M 0.2%
9,710
-500
79
$1.19M 0.17%
+36,045
80
$1.13M 0.16%
32,625
81
$1.1M 0.16%
11,126
-3,123
82
$1.1M 0.16%
10,560
-375
83
$1.04M 0.15%
21,135
-1,350
84
$1.04M 0.15%
81,687
-12,264
85
– –
0
86
$1M 0.14%
54,855
+275
87
$995K 0.14%
13,697
-13,550
88
$935K 0.13%
3,963
+41
89
– –
0
90
$851K 0.12%
5,749
-1,235
91
$828K 0.12%
32,761
-31,632
92
$751K 0.11%
35,390
-3,500
93
$738K 0.1%
4,354
-1,304
94
$736K 0.1%
5,943
-2,475
95
$715K 0.1%
3,621
-260
96
$707K 0.1%
8,372
-1,945
97
$690K 0.1%
10,230
-600
98
$690K 0.1%
6,476
-9,033
99
$679K 0.1%
66,135
-3,000
100
$679K 0.1%
10,692
-3,132
2 3
4
5 6