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
$731M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$16.6M
3
+$9.53M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.06M
5
AMZN icon
Amazon
AMZN
+$3.04M

Top Sells

1
+$9.37M
2
+$7.86M
3
+$3.79M
4
JPM icon
JPMorgan Chase
JPM
+$2.62M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.53M

Sector Composition

1 Technology 15.14%
2 Healthcare 2.78%
3 Communication Services 2.22%
4 Financials 1.98%
5 Consumer Discretionary 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$354K 0.05%
6,729
-1,509
127
$327K 0.04%
1,482
-40
128
$298K 0.04%
2,166
+251
129
$286K 0.04%
847
130
$286K 0.04%
1,152
-45
131
$284K 0.04%
1,811
-1,060
132
$278K 0.04%
3,314
-369
133
– –
0
134
$253K 0.03%
522
-40
135
$252K 0.03%
5,115
-2,545
136
$232K 0.03%
+6,885
137
$201K 0.03%
+6,500
138
$199K 0.03%
12,811
-3,389
139
$149K 0.02%
+12,248
140
$47K 0.01%
+1,241
141
$31K ﹤0.01%
13,000
142
$16K ﹤0.01%
3,205
143
– –
-8,955
144
– –
-50,715
145
– –
-3,140
146
– –
-6,868
147
– –
-1,460
148
– –
-8,892
149
– –
-5,989
150
– –
-28,770
2 3 4 5
6