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
$702M
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$6.57M
3
+$5.9M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$4.68M
5
SEDG icon
SolarEdge
SEDG
+$4.46M

Top Sells

1
+$12.7M
2
+$11.2M
3
+$10.9M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.87M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

Sector Composition

1 Technology 19.38%
2 Financials 3.55%
3 Healthcare 3.43%
4 Communication Services 2.09%
5 Consumer Discretionary 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$496K 0.07%
2,015
-2,760
127
$492K 0.07%
2,823
+38
128
$476K 0.07%
9,196
-840
129
$440K 0.06%
5,281
+147
130
$427K 0.06%
7,780
-2,400
131
$426K 0.06%
+968
132
$417K 0.06%
3,780
-223
133
$406K 0.06%
22,039
-2,513
134
$396K 0.06%
9,289
-50
135
$376K 0.05%
11,180
-4,680
136
$368K 0.05%
6,093
-4,519
137
$331K 0.05%
1,612
-808
138
$330K 0.05%
10,575
-7,625
139
$325K 0.05%
1,242
-4
140
$310K 0.04%
3,813
-527
141
$291K 0.04%
32,550
142
$290K 0.04%
847
143
$288K 0.04%
652
-7
144
– –
0
145
$263K 0.04%
2,245
-1,600
146
– –
0
147
$253K 0.04%
7,423
-2,586
148
$174K 0.02%
+28,983
149
$45K 0.01%
3,205
150
$29K ﹤0.01%
13,000
3 4 5
6
7