BHB
Bank Hapoalim BM Portfolio holdings
AUM
$733M
1-Year Return
15.95%
This Quarter Return
+4.47%
1 Year Return
+15.95%
3 Year Return
+63.18%
5 Year Return
+85.68%
10 Year Return
+210.54%
AUM
$788M
AUM Growth
+$64.6M
(+8.9%)
Cap. Flow
+$7.48M
Cap. Flow
% of AUM
0.95%
Top 10 Holdings %
Top 10 Hldgs %
31.81%
Holding
248
New
48
Increased
58
Reduced
94
Closed
17
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$22.7M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$20M |
| 3 |
Vanguard Total World Stock ETF
VT
|
+$19.2M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$14.7M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$14.4M |
Top Sells
| 1 |
iShares US Consumer Staples ETF
IYK
|
+$19.6M |
| 2 |
First Trust Cloud Computing ETF
SKYY
|
+$18.9M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
+$17.8M |
| 4 |
iShares US Medical Devices ETF
IHI
|
+$17.5M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$16.7M |
Sector Composition
| 1 | Technology | 13.2% |
| 2 | Financials | 6.03% |
| 3 | Communication Services | 5.3% |
| 4 | Consumer Discretionary | 4.67% |
| 5 | Healthcare | 3.07% |
