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
$457K
AUM Growth
-$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$46.2K
2
+$1.28K
3
+$1.19K
4
V icon
Visa
V
+$1.07K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$983

Top Sells

1
+$5.88M
2
+$4.42M
3
+$3.29M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.26M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.88M

Sector Composition

1 Technology 14.38%
2 Consumer Discretionary 6.24%
3 Financials 5.86%
4 Real Estate 4.28%
5 Communication Services 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$328 0.07%
3,468
152
$322 0.07%
1,410
-518
153
$317 0.07%
4,765
-550
154
$316 0.07%
13,585
-28,140
155
$315 0.07%
9,040
-125
156
$308 0.07%
4,335
-1,295
157
$307 0.07%
+6,488
158
$306 0.07%
4,000
159
$301 0.07%
4,269
160
$300 0.07%
9,445
-97
161
$295 0.06%
2,896
-570
162
$293 0.06%
3,540
-8,785
163
$287 0.06%
1,460
-10,900
164
$275 0.06%
11,805
+2,950
165
$271 0.06%
+2,268
166
$266 0.06%
1,066
+109
167
$265 0.06%
10,980
-402
168
$255 0.06%
1,670
169
$251 0.06%
1,688
-270
170
$251 0.06%
2,705
171
$249 0.05%
5,794
-13,900
172
$249 0.05%
11,228
-5,457
173
$245 0.05%
9,980
-5,140
174
$244 0.05%
+23,680
175
$241 0.05%
+818
5 6
7
8 9