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
$690M
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$64.2M
2
+$31M
3
+$15.2M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$13.4M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$13.4M

Top Sells

1
+$13.8M
2
+$13.7M
3
+$8.41M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.4M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$7.35M

Sector Composition

1 Technology 11.1%
2 Healthcare 3.45%
3 Communication Services 2.72%
4 Consumer Discretionary 1.61%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-12,130
127
– –
-94,500
128
– –
-19,385
129
– –
-550
130
– –
-1,860
131
– –
-1,828
132
– –
-4,500
133
– –
-50,800
134
– –
-113,250
2 3 4 5
6