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
$724M
AUM Growth
-$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.2M
3
+$4.21M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.83M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.45M

Top Sells

1
+$37M
2
+$17M
3
+$15.7M
4
VV icon
Vanguard Large-Cap ETF
VV
+$12.4M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$11.3M

Sector Composition

1 Technology 17.63%
2 Financials 3.85%
3 Healthcare 3.6%
4 Communication Services 1.9%
5 Consumer Discretionary 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$572K 0.08%
10,180
-17,370
127
$558K 0.08%
18,200
-1,370
128
$556K 0.08%
+52,915
129
$531K 0.07%
18,735
+7,650
130
$525K 0.07%
5,134
-522
131
$525K 0.07%
10,036
-2,760
132
$520K 0.07%
15,860
-8,890
133
$513K 0.07%
6,200
-50
134
$491K 0.07%
4,003
-195
135
$486K 0.07%
24,552
-5,140
136
$461K 0.06%
2,420
-838
137
$459K 0.06%
2,785
+25
138
$439K 0.06%
10,009
-1,645
139
$434K 0.06%
648
-14
140
$402K 0.06%
3,845
-150
141
$359K 0.05%
4,340
-2,247
142
$349K 0.05%
9,339
-10,015
143
$331K 0.05%
+1,561
144
$327K 0.05%
32,550
-29,000
145
– –
-100,045
146
$279K 0.04%
2,799
-107
147
– –
0
148
$261K 0.04%
5,855
-4,965
149
$258K 0.04%
+1,246
150
$254K 0.04%
659
-61
3 4 5
6
7