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
$366M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$10.7M
3
+$9.28M
4
VIS icon
Vanguard Industrials ETF
VIS
+$6.54M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$5.97M

Top Sells

1
+$10.3M
2
+$10.2M
3
+$5.76M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.06M
5
CPRI icon
Capri Holdings
CPRI
+$1.93M

Sector Composition

1 Technology 16.45%
2 Healthcare 4.59%
3 Energy 1.85%
4 Communication Services 1.75%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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0
152
– –
-6,120
153
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-37,996
154
– –
-4,893
155
– –
-2,700
156
– –
-33,884
157
– –
-23,349
158
– –
-23,775
159
– –
-5,335
3 4 5 6
7