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
$311M
AUM Growth
-$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.51M
3
+$6.47M
4
BABA icon
Alibaba
BABA
+$4.87M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.32M

Top Sells

1
+$9.5M
2
+$7.09M
3
+$6.59M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.77M
5
IYG icon
iShares US Financial Services ETF
IYG
+$5.71M

Sector Composition

1 Technology 15.16%
2 Financials 6.23%
3 Consumer Discretionary 6.11%
4 Communication Services 5.32%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$509K 0.16%
2,044
-780
102
– –
0
103
$501K 0.16%
4,780
+1,250
104
$492K 0.16%
15,938
-1,540
105
$480K 0.15%
18,110
-3,470
106
$456K 0.15%
2,234
-155
107
$454K 0.15%
4,205
-1,494
108
$433K 0.14%
2,441
-1,090
109
$430K 0.14%
10,476
-580
110
$419K 0.13%
11,053
-4,117
111
$419K 0.13%
4,557
112
$411K 0.13%
10,999
-5,409
113
$389K 0.12%
12,143
114
$382K 0.12%
17,375
-1,000
115
$376K 0.12%
3,750
-150
116
$375K 0.12%
5,989
+1,488
117
$374K 0.12%
15,928
-29,490
118
$368K 0.12%
180
119
$344K 0.11%
14,478
-1,881
120
$338K 0.11%
7,192
+283
121
$324K 0.1%
490
122
$318K 0.1%
2,004
-2,195
123
$316K 0.1%
9,995
-860
124
$311K 0.1%
14,445
-30,658
125
$307K 0.1%
8,480
-400
3 4
5
6 7