BHB

Bank Hapoalim BM Portfolio holdings

AUM $733M
1-Year Est. Return 15.95%
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$457K
AUM Growth
-$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$46.2K
2
+$1.28K
3
+$1.19K
4
V icon
Visa
V
+$1.07K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$983

Top Sells

1
+$5.88M
2
+$4.42M
3
+$3.29M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.26M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.88M

Sector Composition

1 Technology 14.38%
2 Consumer Discretionary 6.24%
3 Financials 5.86%
4 Real Estate 4.28%
5 Communication Services 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$737 0.16%
11,892
-1,641
102
$735 0.16%
71,476
+20,378
103
$735 0.16%
14,545
+2,210
104
$718 0.16%
13,380
105
$694 0.15%
23,240
-3,630
106
$693 0.15%
25,840
107
$683 0.15%
4,515
+310
108
– –
0
109
$668 0.15%
138,040
+9,440
110
$664 0.15%
3,630
-10,780
111
$657 0.14%
+3,780
112
$656 0.14%
11,140
-2,625
113
$649 0.14%
12,089
+1,897
114
$623 0.14%
3,629
-1,522
115
$623 0.14%
92,481
+6,855
116
$620 0.14%
7,335
117
$607 0.13%
10,640
+2,200
118
– –
0
119
$597 0.13%
6,014
-325
120
$589 0.13%
20,538
-1,620
121
– –
0
122
$577 0.13%
5,965
+545
123
$577 0.13%
1,200
-5,920
124
$577 0.13%
19,638
-7,230
125
$526 0.12%
12,081
-1,060
3 4
5
6 7