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
$430M
AUM Growth
-$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$8.41M
3
+$6.94M
4
VFH icon
Vanguard Financials ETF
VFH
+$6.48M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$6.41M

Top Sells

1
+$13.7M
2
+$9.83M
3
+$9.13M
4
IYG icon
iShares US Financial Services ETF
IYG
+$9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.34M

Sector Composition

1 Technology 13.88%
2 Consumer Discretionary 4.78%
3 Healthcare 4.66%
4 Real Estate 4.2%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$117K 0.03%
14,000
152
$10K ﹤0.01%
1,400
153
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-25,890
154
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0
155
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-9,751
156
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157
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158
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-26,250
159
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-35,840
160
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-17,320
161
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162
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163
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-3,500
164
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-100,500
165
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-16,031
166
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-13,228
167
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-2,903
168
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169
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170
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171
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172
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-287,370
173
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-5,956
174
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-13,492
175
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-6,177
4 5 6
7
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