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
$618M
AUM Growth
-$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.3M
3
+$970K
4
CRM icon
Salesforce
CRM
+$421K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$346K

Top Sells

1
+$21M
2
+$16.7M
3
+$9.8M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.57M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.74M

Sector Composition

1 Technology 14.45%
2 Healthcare 3.37%
3 Communication Services 3.3%
4 Consumer Discretionary 1.88%
5 Financials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,469
127
– –
-12,137
128
– –
-14,353
129
– –
-5,919
130
– –
-1,241
131
– –
-365
2 3 4 5
6