BHB
Bank Hapoalim BM Portfolio holdings
AUM
$733M
This Quarter Return
+4.95%
1 Year Return
+15.95%
3 Year Return
+63.18%
5 Year Return
+85.68%
10 Year Return
+210.54%
AUM
$660M
AUM Growth
+$660M
(-6.7%)
Cap. Flow
-$72.2M
Cap. Flow
% of AUM
-10.94%
Top 10 Holdings %
Top 10 Hldgs %
41.57%
Holding
141
New
5
Increased
17
Reduced
81
Closed
11
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$33.5M |
| 2 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$8.67M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$4M |
| 4 |
Invesco QQQ Trust
QQQ
|
$3.1M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$1.79M |
Top Sells
Sector Composition
| 1 | Technology | 14.55% |
| 2 | Healthcare | 4.08% |
| 3 | Communication Services | 2.97% |
| 4 | Consumer Discretionary | 2.15% |
| 5 | Financials | 1.57% |
