BHB

Bank Hapoalim BM Portfolio holdings

AUM $1.15B
1-Year Est. Return 20.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.36M
3
+$2.95M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$2.9M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.76M

Top Sells

1
+$5.48M
2
+$1.99M
3
+$1.77M
4
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$1.2M
5
META icon
Meta Platforms (Facebook)
META
+$1.16M

Sector Composition

1 Technology 14.9%
2 Financials 5.8%
3 Communication Services 4.82%
4 Consumer Discretionary 4.49%
5 Healthcare 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$251K 0.06%
1,959
-2,008
152
$249K 0.05%
4,265
-485
153
$245K 0.05%
+2,120
154
$244K 0.05%
1,635
-3,380
155
$239K 0.05%
6,650
156
$238K 0.05%
5,736
-136,900
157
$232K 0.05%
249
158
$231K 0.05%
+2,037
159
$230K 0.05%
1,291
-90
160
$225K 0.05%
+3,784
161
$224K 0.05%
1,484
-4,174
162
$222K 0.05%
+4,000
163
$220K 0.05%
+3,504
164
$218K 0.05%
1,880
165
$216K 0.05%
+1,319
166
$215K 0.05%
1,670
167
$215K 0.05%
+3,115
168
$214K 0.05%
5,545
-110
169
$205K 0.05%
1,709
-246
170
– –
-811
171
– –
-11,230
172
– –
-20,000
173
– –
-950
174
– –
-7,595
175
– –
-6,457
4 5 6
7
8