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
$690M
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$64.2M
2
+$31M
3
+$15.2M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$13.4M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$13.4M

Top Sells

1
+$13.8M
2
+$13.7M
3
+$8.41M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.4M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$7.35M

Sector Composition

1 Technology 11.1%
2 Healthcare 3.45%
3 Communication Services 2.72%
4 Consumer Discretionary 1.61%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$793K 0.12%
7,760
-1,855
77
$747K 0.11%
2,778
78
$722K 0.1%
7,023
-5,536
79
– –
0
80
$664K 0.1%
136,260
+21,200
81
$663K 0.1%
5,013
-7,160
82
$661K 0.1%
37,287
-4,710
83
$657K 0.1%
40,616
-1,010
84
$641K 0.09%
9,025
-360
85
$636K 0.09%
28,293
-2,300
86
$622K 0.09%
8,455
-13,415
87
$622K 0.09%
7,918
-202
88
$570K 0.08%
+51,000
89
$563K 0.08%
2,171
+532
90
$545K 0.08%
3,142
-85
91
$537K 0.08%
980
-33
92
$450K 0.07%
2,400
-2,170
93
$442K 0.06%
1,690
94
$442K 0.06%
3,210
-180
95
$433K 0.06%
2,981
-160
96
– –
0
97
$405K 0.06%
6,449
98
$369K 0.05%
3,734
-805
99
$369K 0.05%
1,851
-115
100
$368K 0.05%
4,043
-100
2 3
4
5 6