BHB
Bank Hapoalim BM Portfolio holdings
AUM $733M
1-Year Return
15.95%
This Quarter Return
+1.92%
1 Year Return
+15.95%
3 Year Return
+63.18%
5 Year Return
+85.68%
10 Year Return
+210.54%
AUM
$375M
AUM Growth
-$49.4M
(-12%)
Cap. Flow
-$80.8M
Cap. Flow
% of AUM
-21.58%
Top 10 Holdings %
Top 10 Hldgs %
37.55%
Holding
208
New
13
Increased
49
Reduced
79
Closed
26
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$3.46M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
+$2.91M |
| 3 |
Visa
V
|
+$2.21M |
| 4 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
+$1.9M |
| 5 |
Invesco Building & Construction ETF
PKB
|
+$1.76M |
Top Sells
| 1 |
Check Point Software Technologies
CHKP
|
+$25.1M |
| 2 |
Tower Semiconductor
TSEM
|
+$11.5M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$5.93M |
| 4 |
iShares MSCI United Kingdom ETF
EWU
|
+$4.75M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$4.41M |
Sector Composition
| 1 | Consumer Discretionary | 5.52% |
| 2 | Technology | 5.36% |
| 3 | Financials | 4.68% |
| 4 | Healthcare | 4.52% |
| 5 | Real Estate | 4.26% |
