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
$723M
AUM Growth
+$721M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$16.2M
3
+$15.9M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$15.2M
5
VT icon
Vanguard Total World Stock ETF
VT
+$14.9M

Top Sells

1
+$11.9M
2
+$3.82M
3
+$1.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.72M
5
TAN icon
Invesco Solar ETF
TAN
+$1.66M

Sector Composition

1 Technology 13.68%
2 Financials 4.95%
3 Communication Services 3.65%
4 Consumer Discretionary 3.55%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$650K 0.09%
7,125
-1,450
127
$640K 0.09%
10,375
-2,248
128
$634K 0.09%
10,750
-45
129
$624K 0.09%
9,240
-1,090
130
$598K 0.08%
11,581
-426
131
$593K 0.08%
3,892
+1,326
132
$564K 0.08%
2,575
+870
133
$563K 0.08%
25,136
+13,650
134
$561K 0.08%
6,579
+2,622
135
$555K 0.08%
12,150
+500
136
$553K 0.08%
2,598
+804
137
$551K 0.08%
+25,420
138
$549K 0.08%
4,219
139
$549K 0.08%
7,438
-1,033
140
$542K 0.07%
+3,041
141
$541K 0.07%
+30,020
142
$540K 0.07%
+2,979
143
$539K 0.07%
8,683
+246
144
– –
0
145
– –
0
146
– –
0
147
$496K 0.07%
+2,728
148
$476K 0.07%
1,345
+87
149
$465K 0.06%
1,707
150
$457K 0.06%
+1,625
4 5
6
7 8