BHB

Bank Hapoalim BM Portfolio holdings

AUM $1.15B
1-Year Est. Return 20.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$813M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$23.6M
3
+$21.9M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$15.4M
5
GRID icon
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
+$14.6M

Top Sells

1
+$32.6M
2
+$32.1M
3
+$30.2M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$15.1M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$15.1M

Sector Composition

1 Technology 10.53%
2 Communication Services 3.04%
3 Consumer Discretionary 2.7%
4 Healthcare 2.38%
5 Financials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVMI icon
101
Nova
NVMI
$13.9B
$291K 0.04%
910
+44
RSP icon
102
Invesco S&P 500 Equal Weight ETF
RSP
$89.2B
$291K 0.04%
1,534
+35
BBY icon
103
Best Buy
BBY
$13B
$290K 0.04%
3,840
PATH icon
104
UiPath
PATH
$5.74B
$290K 0.04%
21,669
-47,294
IJH icon
105
iShares Core S&P Mid-Cap ETF
IJH
$112B
– –
0
PANW icon
106
Palo Alto Networks
PANW
$122B
$281K 0.03%
1,382
+40
PPH icon
107
VanEck Pharmaceutical ETF
PPH
$1.34B
$278K 0.03%
3,078
-870
TSM icon
108
TSMC
TSM
$1.94T
$278K 0.03%
+997
NFLX icon
109
Netflix
NFLX
$406B
$273K 0.03%
2,280
-160
PNQI icon
110
Invesco NASDAQ Internet ETF
PNQI
$593M
$257K 0.03%
4,600
NKE icon
111
Nike
NKE
$92.1B
$254K 0.03%
3,647
-220
SLQD icon
112
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
– –
0
AXSM icon
113
Axsome Therapeutics
AXSM
$8.38B
$213K 0.03%
+1,750
ALNY icon
114
Alnylam Pharmaceuticals
ALNY
$44.2B
$207K 0.03%
+455
CDNS icon
115
Cadence Design Systems
CDNS
$82.2B
$205K 0.03%
585
-120
IBIT icon
116
iShares Bitcoin Trust
IBIT
$49.8B
$202K 0.02%
+3,106
GPRO icon
117
GoPro
GPRO
$155M
$93K 0.01%
+43,750
LYG icon
118
Lloyds Banking Group
LYG
$81.6B
$59K 0.01%
13,000
INVZ icon
119
Innoviz Technologies
INVZ
$178M
$32K ﹤0.01%
15,700
GSIW icon
120
Garden Stage Ltd
GSIW
$24M
$5K ﹤0.01%
+33,000
FDL icon
121
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.14B
– –
-348,000
FIW icon
122
First Trust Water ETF
FIW
$1.98B
– –
-110,344
FTCS icon
123
First Trust Capital Strength ETF
FTCS
$8.47B
– –
-85,000
IVV icon
124
iShares Core S&P 500 ETF
IVV
$753B
– –
-58,100
MCD icon
125
McDonald's
MCD
$243B
– –
-999
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5
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