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
$440M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$12.5M
3
+$6.99M
4
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$4.48M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.96M

Top Sells

1
+$24.5M
2
+$19.6M
3
+$18.4M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$10.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.53M

Sector Composition

1 Technology 13.97%
2 Healthcare 5.13%
3 Consumer Discretionary 4.99%
4 Real Estate 3.63%
5 Financials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$341K 0.08%
2,886
127
$334K 0.08%
2,950
128
$324K 0.07%
4,418
129
$323K 0.07%
+11,230
130
– –
0
131
$314K 0.07%
7,444
132
$311K 0.07%
12,745
-1,353
133
$305K 0.07%
2,217
-1,200
134
$301K 0.07%
14,833
-9,537
135
$298K 0.07%
10,826
136
– –
0
137
$282K 0.06%
+13,695
138
$264K 0.06%
3,752
-410
139
$259K 0.06%
3,329
-130
140
$253K 0.06%
3,440
-140,151
141
$251K 0.06%
1,444
-300
142
$238K 0.05%
4,720
-92,090
143
$236K 0.05%
3,385
-53
144
$233K 0.05%
14,540
145
$229K 0.05%
6,298
-876
146
$228K 0.05%
3,489
147
$225K 0.05%
+1,558
148
$220K 0.05%
2,515
-2,485
149
$217K 0.05%
3,700
150
$216K 0.05%
2,102
-90
3 4 5
6
7