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
$510M
AUM Growth
-$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$7.79M
3
+$7.23M
4
TSEM icon
Tower Semiconductor
TSEM
+$6.87M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.85M

Top Sells

1
+$13.9M
2
+$12.6M
3
+$12.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.4M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$9.94M

Sector Composition

1 Technology 12.53%
2 Consumer Discretionary 5.01%
3 Healthcare 4.97%
4 Real Estate 4.19%
5 Financials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$290K 0.06%
11,000
-50,898
152
$287K 0.06%
3,020
153
$286K 0.06%
+6,177
154
$276K 0.05%
7,334
+1,000
155
$273K 0.05%
8,991
-920
156
$271K 0.05%
4,650
-164,160
157
$265K 0.05%
+5,464
158
$262K 0.05%
6,225
+930
159
$241K 0.05%
16,031
-1,570
160
$239K 0.05%
+3,700
161
$234K 0.05%
3,834
-978
162
$227K 0.04%
1,698
+25
163
$224K 0.04%
15,240
-2,425
164
– –
0
165
$214K 0.04%
14,428
166
$207K 0.04%
2,643
-400
167
$179K 0.04%
68,980
168
$178K 0.03%
2,470
-78,845
169
$161K 0.03%
+5,080
170
$150K 0.03%
+9,751
171
$116K 0.02%
14,000
172
$16K ﹤0.01%
1,400
173
– –
-18,212
174
– –
-34,446
175
– –
-1,170
4 5 6
7
8