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
$802M
AUM Growth
+$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.7M
3
+$6.32M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$5.85M
5
QCOM icon
Qualcomm
QCOM
+$5.22M

Top Sells

1
+$19.8M
2
+$16.6M
3
+$12.8M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$12.5M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.89M

Sector Composition

1 Technology 15.36%
2 Healthcare 4%
3 Financials 3.96%
4 Communication Services 2.12%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.03M 0.13%
3,910
+60
102
$1.03M 0.13%
30,521
+2,000
103
$1.03M 0.13%
12,790
+1,000
104
$968K 0.12%
3,120
105
$934K 0.12%
58,276
-33,298
106
$925K 0.12%
1,901
+121
107
$917K 0.11%
12,360
-6,200
108
$917K 0.11%
10,395
-2,805
109
$903K 0.11%
2,741
110
$866K 0.11%
16,488
-1,587
111
$815K 0.1%
19,530
-1,868
112
$799K 0.1%
4,613
-2,926
113
$799K 0.1%
19,354
-3,680
114
$790K 0.1%
9,179
115
$774K 0.1%
2,254
-680
116
– –
0
117
$739K 0.09%
24,750
-5,390
118
$694K 0.09%
61,550
+2,770
119
$668K 0.08%
41,390
120
$654K 0.08%
11,654
-1,500
121
$648K 0.08%
3,470
122
$613K 0.08%
9,000
123
$612K 0.08%
4,967
-421
124
$610K 0.08%
12,796
+120
125
$595K 0.07%
3,258
-453
3 4
5
6 7