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
$731M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$16.6M
3
+$9.53M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.06M
5
AMZN icon
Amazon
AMZN
+$3.04M

Top Sells

1
+$9.37M
2
+$7.86M
3
+$3.79M
4
JPM icon
JPMorgan Chase
JPM
+$2.62M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.53M

Sector Composition

1 Technology 15.14%
2 Healthcare 2.78%
3 Communication Services 2.22%
4 Financials 1.98%
5 Consumer Discretionary 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$769K 0.11%
4,120
-128
102
$763K 0.1%
14,825
-2,605
103
$755K 0.1%
24,738
-3,797
104
$751K 0.1%
1,760
-597
105
$750K 0.1%
+7,116
106
$729K 0.1%
38,329
-12,490
107
$718K 0.1%
38,890
108
$717K 0.1%
+2,945
109
$713K 0.1%
11,934
-1,005
110
– –
0
111
$691K 0.09%
6,600
-3,115
112
$655K 0.09%
22,751
-8,579
113
$622K 0.09%
29,750
-1,400
114
$541K 0.07%
+2,890
115
$511K 0.07%
10,490
+820
116
$484K 0.07%
9,581
+674
117
– –
0
118
$437K 0.06%
5,373
-290
119
$432K 0.06%
2,090
-450
120
$410K 0.06%
905
-127
121
$385K 0.05%
7,834
-190,705
122
$381K 0.05%
3,807
-350
123
$379K 0.05%
1,279
-715
124
$362K 0.05%
4,586
-900
125
$362K 0.05%
5,900
-449
2 3 4
5
6