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
$813M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$24.8M
3
+$22.7M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$21.9M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$15.9M

Top Sells

1
+$33.4M
2
+$32.6M
3
+$30.2M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$15.5M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$15.1M

Sector Composition

1 Technology 10.53%
2 Communication Services 3.04%
3 Consumer Discretionary 2.7%
4 Healthcare 2.38%
5 Financials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVMI icon
101
Nova
NVMI
$9.28B
$291K 0.04%
910
+44
RSP icon
102
Invesco S&P 500 Equal Weight ETF
RSP
$74.8B
$291K 0.04%
1,534
+35
BBY icon
103
Best Buy
BBY
$16.7B
$290K 0.04%
3,840
PATH icon
104
UiPath
PATH
$7.36B
$290K 0.04%
21,669
-47,294
IJH icon
105
iShares Core S&P Mid-Cap ETF
IJH
$101B
– –
0
PANW icon
106
Palo Alto Networks
PANW
$133B
$281K 0.03%
1,382
+40
PPH icon
107
VanEck Pharmaceutical ETF
PPH
$1.19B
$278K 0.03%
3,078
-870
TSM icon
108
TSMC
TSM
$1.51T
$278K 0.03%
+997
NFLX icon
109
Netflix
NFLX
$456B
$273K 0.03%
2,280
-160
PNQI icon
110
Invesco NASDAQ Internet ETF
PNQI
$771M
$257K 0.03%
4,600
NKE icon
111
Nike
NKE
$95.5B
$254K 0.03%
3,647
-220
SLQD icon
112
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
– –
0
AXSM icon
113
Axsome Therapeutics
AXSM
$7.64B
$213K 0.03%
+1,750
ALNY icon
114
Alnylam Pharmaceuticals
ALNY
$59.6B
$207K 0.03%
+455
CDNS icon
115
Cadence Design Systems
CDNS
$84.9B
$205K 0.03%
585
-120
IBIT icon
116
iShares Bitcoin Trust
IBIT
$70.6B
$202K 0.02%
+3,106
GPRO icon
117
GoPro
GPRO
$260M
$93K 0.01%
+43,750
LYG icon
118
Lloyds Banking Group
LYG
$75B
$59K 0.01%
13,000
INVZ icon
119
Innoviz Technologies
INVZ
$267M
$32K ﹤0.01%
15,700
GSIW icon
120
Garden Stage Ltd
GSIW
$32.3M
$5K ﹤0.01%
+33,000
FDL icon
121
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.05B
– –
-348,000
FIW icon
122
First Trust Water ETF
FIW
$1.95B
– –
-110,344
FTCS icon
123
First Trust Capital Strength ETF
FTCS
$8.27B
– –
-85,000
IVV icon
124
iShares Core S&P 500 ETF
IVV
$733B
– –
-58,100
MCD icon
125
McDonald's
MCD
$222B
– –
-999
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5
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