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
$723M
AUM Growth
+$721M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$16.2M
3
+$15.9M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$15.2M
5
VT icon
Vanguard Total World Stock ETF
VT
+$14.9M

Top Sells

1
+$11.9M
2
+$3.82M
3
+$1.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.72M
5
TAN icon
Invesco Solar ETF
TAN
+$1.66M

Sector Composition

1 Technology 13.68%
2 Financials 4.95%
3 Communication Services 3.65%
4 Consumer Discretionary 3.55%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.05M 0.14%
+49,300
102
$1.03M 0.14%
52,822
+21,697
103
$995K 0.14%
5,857
+905
104
$985K 0.14%
+5,795
105
$883K 0.12%
15,832
-10,406
106
$879K 0.12%
12,827
+4,224
107
$855K 0.12%
11,370
-6,845
108
$850K 0.12%
24,340
-1,400
109
$837K 0.12%
214,160
-110,908
110
$833K 0.12%
9,500
-800
111
$814K 0.11%
15,060
+8,970
112
$799K 0.11%
7,774
-16,122
113
$781K 0.11%
15,543
-11,757
114
$779K 0.11%
19,247
+7,517
115
$763K 0.11%
5,405
-159
116
$756K 0.1%
6,044
+2,420
117
$756K 0.1%
17,401
-265
118
$750K 0.1%
10,983
+1,378
119
$748K 0.1%
14,372
-520
120
$743K 0.1%
8,479
-1,045
121
$738K 0.1%
1,585
+255
122
$734K 0.1%
7,900
+2,135
123
$668K 0.09%
+4,350
124
$667K 0.09%
6,236
+482
125
$666K 0.09%
+22,059
3 4
5
6 7