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
$317M
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.6M
3
+$7.03M
4
AMZN icon
Amazon
AMZN
+$6.7M
5
FIW icon
First Trust Water ETF
FIW
+$4.11M

Top Sells

1
+$22.1M
2
+$20.2M
3
+$12.5M
4
BABA icon
Alibaba
BABA
+$9.56M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9M

Sector Composition

1 Technology 20.44%
2 Financials 6.31%
3 Communication Services 5.27%
4 Healthcare 5.22%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$222K 0.07%
+591
152
$216K 0.07%
5,139
+173
153
$212K 0.07%
1,410
-228
154
$209K 0.07%
5,360
-4,155
155
$201K 0.06%
2,023
-503
156
$162K 0.05%
+4,799
157
$145K 0.05%
10,135
-2,796
158
$91K 0.03%
16,480
-30,560
159
– –
-3,784
160
– –
-8,598
161
– –
-31,615
162
– –
-1,319
163
– –
-15,714
164
– –
-2,102
165
– –
-11,845
166
– –
-10,203
167
– –
-1,635
168
– –
-53,400
169
– –
-4,265
170
– –
-8,090
171
– –
-8,184
172
– –
-43,459
173
– –
-1,484
174
– –
-5,736
175
– –
-8,716
4 5 6
7
8