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
$428M
AUM Growth
+$6.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$6.12M
3
+$4.64M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.04M

Top Sells

1
+$13.6M
2
+$6.33M
3
+$5.78M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.83M
5
CHKP icon
Check Point Software Technologies
CHKP
+$4.72M

Sector Composition

1 Technology 12.01%
2 Healthcare 5.5%
3 Consumer Discretionary 4.42%
4 Financials 3.98%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$435K 0.1%
17,721
+600
127
$426K 0.1%
10,169
+1,360
128
$422K 0.1%
5,034
+359
129
$418K 0.1%
9,243
-172
130
$371K 0.09%
+6,960
131
$364K 0.09%
+1,780
132
$363K 0.08%
12,815
-2,460
133
$362K 0.08%
9,903
-230
134
$360K 0.08%
6,298
+90
135
$347K 0.08%
2,885
-1
136
$343K 0.08%
11,268
-149
137
$338K 0.08%
4,418
138
– –
0
139
$310K 0.07%
+2,961
140
$307K 0.07%
7,336
-132
141
$289K 0.07%
3,752
142
$287K 0.07%
6,586
-1,142
143
$286K 0.07%
16,910
+5,565
144
$280K 0.07%
10,038
-88
145
$280K 0.07%
2,399
-300
146
$280K 0.07%
+10,320
147
– –
0
148
$273K 0.06%
+9,165
149
$270K 0.06%
3,249
150
– –
0
4 5
6
7 8