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
$440M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$12.5M
3
+$6.99M
4
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$4.48M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.96M

Top Sells

1
+$24.5M
2
+$19.6M
3
+$18.4M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$10.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.53M

Sector Composition

1 Technology 13.97%
2 Healthcare 5.13%
3 Consumer Discretionary 4.99%
4 Real Estate 3.63%
5 Financials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$557K 0.13%
5,725
+2,450
102
– –
0
103
$547K 0.12%
6,893
+1,125
104
$541K 0.12%
269,067
105
$528K 0.12%
20,901
-1,893
106
$524K 0.12%
20,155
-834
107
$522K 0.12%
19,215
-11,215
108
$510K 0.12%
9,970
+1,330
109
$501K 0.11%
14,804
-969
110
– –
0
111
$463K 0.11%
10,179
-1,419
112
$438K 0.1%
3,500
113
– –
0
114
– –
0
115
$403K 0.09%
5,582
+205
116
$399K 0.09%
+11,591
117
$398K 0.09%
8,534
-335
118
$392K 0.09%
+2,966
119
$388K 0.09%
14,613
-1,230
120
$385K 0.09%
9,230
-440,770
121
$369K 0.08%
8,519
+2,122
122
$366K 0.08%
3,995
-19,775
123
$361K 0.08%
6,450
-562
124
$350K 0.08%
+23,480
125
$342K 0.08%
1,093
-51
3 4
5
6 7