BHB
Bank Hapoalim BM Portfolio holdings
AUM
$733M
1-Year Return
15.95%
This Quarter Return
+2.46%
1 Year Return
+15.95%
3 Year Return
+63.18%
5 Year Return
+85.68%
10 Year Return
+210.54%
AUM
$707M
AUM Growth
-$65M
(-8.4%)
Cap. Flow
-$107M
Cap. Flow
% of AUM
-15.18%
Top 10 Holdings %
Top 10 Hldgs %
36.3%
Holding
145
New
9
Increased
26
Reduced
72
Closed
9
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$18.3M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$16.3M |
| 3 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
+$12.7M |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$12.7M |
| 5 |
Vanguard Value ETF
VTV
|
+$12.7M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$40.7M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
+$28M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$23.7M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$23.6M |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$19.7M |
Sector Composition
| 1 | Technology | 14.29% |
| 2 | Healthcare | 3.93% |
| 3 | Communication Services | 2.95% |
| 4 | Financials | 1.75% |
| 5 | Consumer Discretionary | 1.63% |
