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
$546M
AUM Growth
+$75.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$10.6M
3
+$10.4M
4
ITB icon
iShares US Home Construction ETF
ITB
+$8.71M
5
MCK icon
McKesson
MCK
+$6.29M

Top Sells

1
+$18.4M
2
+$13.8M
3
+$10M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$8.93M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$7.44M

Sector Composition

1 Technology 11.81%
2 Healthcare 5.05%
3 Consumer Discretionary 5.03%
4 Real Estate 4.2%
5 Financials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
0
127
$370K 0.07%
4,873
-681
128
$361K 0.07%
+12,920
129
$348K 0.06%
5,295
+780
130
$338K 0.06%
4,289
+466
131
$337K 0.06%
+23
132
$336K 0.06%
2,953
+2
133
$335K 0.06%
3,875
134
$332K 0.06%
1,867
-225
135
$332K 0.06%
8,040
+3,240
136
$331K 0.06%
3,149
137
– –
0
138
$317K 0.06%
3,937
+30
139
$310K 0.06%
+9,911
140
$300K 0.05%
4,812
141
$294K 0.05%
3,020
142
$284K 0.05%
17,601
-2,122
143
$277K 0.05%
4,271
144
$269K 0.05%
8,840
-19,520
145
$267K 0.05%
1,550
-106,800
146
– –
0
147
$258K 0.05%
+6,758
148
$256K 0.05%
+3,648
149
$252K 0.05%
2,400
150
$249K 0.05%
3,043
-164
4 5
6
7 8