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
$407M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$6.55M
3
+$6.37M
4
IYF icon
iShares US Financials ETF
IYF
+$5.66M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.72M

Top Sells

1
+$14.7M
2
+$13.1M
3
+$2.96M
4
AAPL icon
Apple
AAPL
+$2.58M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.87M

Sector Composition

1 Technology 15.72%
2 Financials 7.62%
3 Consumer Discretionary 6.93%
4 Communication Services 5.8%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$652K 0.16%
410
102
$651K 0.16%
13,415
+550
103
$650K 0.16%
9,743
104
$647K 0.16%
6,488
-376
105
$640K 0.16%
6,014
106
$617K 0.15%
10,810
-65
107
$610K 0.15%
269,067
108
$609K 0.15%
25,840
109
$607K 0.15%
11,010
-1,460
110
$601K 0.15%
17,478
-350
111
$591K 0.14%
3,531
-40
112
– –
0
113
$582K 0.14%
64,000
114
$563K 0.14%
4,329
+401
115
$555K 0.14%
3,491
+1,224
116
– –
0
117
$517K 0.13%
11,056
-377
118
$512K 0.12%
2,389
+243
119
$512K 0.12%
15,500
120
$495K 0.12%
18,375
121
$491K 0.12%
+4,100
122
$489K 0.12%
12,645
-3,010
123
$484K 0.12%
12,143
+350
124
$483K 0.12%
2,241
+718
125
$471K 0.11%
52,660
-20,080
3 4
5
6 7