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
$457K
AUM Growth
-$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$46.2K
2
+$1.28K
3
+$1.19K
4
V icon
Visa
V
+$1.07K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$983

Top Sells

1
+$5.88M
2
+$4.42M
3
+$3.29M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.26M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.88M

Sector Composition

1 Technology 14.38%
2 Consumer Discretionary 6.24%
3 Financials 5.86%
4 Real Estate 4.28%
5 Communication Services 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$522 0.11%
15,835
-6,521
127
$521 0.11%
19,798
-762
128
$511 0.11%
3,474
129
$509 0.11%
14,092
-1,088
130
$505 0.11%
10,931
-3,970
131
$495 0.11%
13,325
-440
132
$482 0.11%
9,438
+5,280
133
$469 0.1%
3,357
-136
134
$464 0.1%
12,807
-1,389
135
$456 0.1%
5,493
-5,795
136
$455 0.1%
4,413
+110
137
$453 0.1%
10,359
+125
138
$444 0.1%
12,580
+445
139
$440 0.1%
+3,222
140
$437 0.1%
180
-1,240
141
$432 0.09%
18,675
-300
142
$405 0.09%
2,042
+79
143
$404 0.09%
6,846
-925
144
$401 0.09%
69,400
-8,850
145
$399 0.09%
490
-2,290
146
– –
0
147
$361 0.08%
7,008
-1,785
148
$357 0.08%
+15,350
149
$351 0.08%
2,606
-119
150
$336 0.07%
3,995
-580
4 5
6
7 8