BHB
Bank Hapoalim BM Portfolio holdings
AUM $733M
1-Year Return
15.95%
This Quarter Return
+3.14%
1 Year Return
+15.95%
3 Year Return
+63.18%
5 Year Return
+85.68%
10 Year Return
+210.54%
AUM
$420M
AUM Growth
-$5.2M
(-1.2%)
Cap. Flow
-$32.9M
Cap. Flow
% of AUM
-7.82%
Top 10 Holdings %
Top 10 Hldgs %
38.39%
Holding
227
New
18
Increased
40
Reduced
89
Closed
15
Top Buys
| 1 |
Check Point Software Technologies
CHKP
|
+$2.16M |
| 2 |
Axos Financial
AX
|
+$1.07M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
+$846K |
| 4 |
First Trust NASDAQ-100 Technology Index Fund
QTEC
|
+$828K |
| 5 |
Synchrony
SYF
|
+$814K |
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$5.45M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$3.7M |
| 3 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$3.33M |
| 4 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
+$2.86M |
| 5 |
Apple
AAPL
|
+$2.78M |
Sector Composition
| 1 | Technology | 11.43% |
| 2 | Consumer Discretionary | 6.69% |
| 3 | Financials | 5.2% |
| 4 | Healthcare | 4.33% |
| 5 | Real Estate | 4.32% |
