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
$317M
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.6M
3
+$7.03M
4
AMZN icon
Amazon
AMZN
+$6.7M
5
FIW icon
First Trust Water ETF
FIW
+$4.11M

Top Sells

1
+$22.1M
2
+$20.2M
3
+$12.5M
4
BABA icon
Alibaba
BABA
+$9.56M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9M

Sector Composition

1 Technology 20.44%
2 Financials 6.31%
3 Communication Services 5.27%
4 Healthcare 5.22%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$480K 0.15%
+26,483
102
$475K 0.15%
13,931
-3,267
103
– –
0
104
– –
0
105
$454K 0.14%
4,974
-1,313
106
$447K 0.14%
12,086
107
– –
0
108
– –
0
109
$428K 0.14%
10,165
-1,674
110
$427K 0.13%
16,975
+50
111
$424K 0.13%
3,355
-1,225
112
$423K 0.13%
5,878
-173,352
113
$423K 0.13%
10,440
-791
114
$409K 0.13%
11,730
-14,502
115
$405K 0.13%
5,506
-855
116
$395K 0.12%
1,669
-85,522
117
$391K 0.12%
7,245
-1,640
118
$377K 0.12%
+2,851
119
$372K 0.12%
+2,911
120
$354K 0.11%
16,659
-3,325
121
$352K 0.11%
11,245
-163
122
– –
0
123
$332K 0.1%
+8,001
124
$332K 0.1%
5,055
+676
125
– –
0
3 4
5
6 7