BHB
Bank Hapoalim BM Portfolio holdings
AUM
$733M
1-Year Return
15.95%
This Quarter Return
+12.24%
1 Year Return
+15.95%
3 Year Return
+63.18%
5 Year Return
+85.68%
10 Year Return
+210.54%
AUM
$731M
AUM Growth
+$114M
(+18%)
Cap. Flow
+$29.4M
Cap. Flow
% of AUM
4.02%
Top 10 Holdings %
Top 10 Hldgs %
36.94%
Holding
151
New
17
Increased
17
Reduced
79
Closed
8
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$33.2M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$16.6M |
| 3 |
Apple
AAPL
|
+$9.53M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$3.06M |
| 5 |
Amazon
AMZN
|
+$3.04M |
Top Sells
| 1 |
Invesco KBW Bank ETF
KBWB
|
+$9.37M |
| 2 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$7.86M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.79M |
| 4 |
JPMorgan Chase
JPM
|
+$2.62M |
| 5 |
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% |
