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
$311M
AUM Growth
-$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.51M
3
+$6.47M
4
BABA icon
Alibaba
BABA
+$4.87M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.32M

Top Sells

1
+$9.5M
2
+$7.09M
3
+$6.59M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.77M
5
IYG icon
iShares US Financial Services ETF
IYG
+$5.71M

Sector Composition

1 Technology 15.16%
2 Financials 6.23%
3 Consumer Discretionary 6.11%
4 Communication Services 5.32%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$285K 0.09%
5,702
-11,744
127
$282K 0.09%
2,156
-208
128
$276K 0.09%
1,640
-665
129
$259K 0.08%
2,897
130
$257K 0.08%
5,056
-126
131
$256K 0.08%
7,260
-3,810
132
$253K 0.08%
10,195
-615
133
$253K 0.08%
2,589
-1,740
134
$250K 0.08%
4,015
135
$250K 0.08%
2,705
136
$245K 0.08%
2,497
137
$243K 0.08%
2,219
-250
138
$235K 0.08%
1,050
-205
139
$232K 0.07%
+810
140
$228K 0.07%
4,869
141
$227K 0.07%
4,370
+680
142
$224K 0.07%
3,525
-235
143
$224K 0.07%
1,670
144
$223K 0.07%
6,760
+925
145
$223K 0.07%
+13,165
146
$217K 0.07%
7,780
-905
147
$209K 0.07%
+926
148
$203K 0.07%
969
+447
149
$119K 0.04%
249
-3
150
$108K 0.03%
+2,150
4 5
6
7 8