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
$884M
AUM Growth
+$96.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.9M
3
+$8.01M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$6.31M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.62M

Top Sells

1
+$88.3M
2
+$51.7M
3
+$32.7M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$20.3M
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$18M

Sector Composition

1 Technology 14%
2 Financials 6.45%
3 Communication Services 5.55%
4 Consumer Discretionary 4.38%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$683K 0.08%
69,038
-12,011
152
$671K 0.08%
10,750
153
$665K 0.08%
2,845
+245
154
– –
0
155
$645K 0.07%
12,462
-1,080
156
$631K 0.07%
7,347
+774
157
$617K 0.07%
9,180
+4,772
158
$577K 0.07%
5,162
+440
159
$575K 0.07%
2,402
-152
160
$572K 0.06%
7,801
-6,100
161
$566K 0.06%
1,848
+141
162
$566K 0.06%
9,779
+262
163
$560K 0.06%
4,219
164
$535K 0.06%
+14,422
165
– –
0
166
$517K 0.06%
5,372
-2,066
167
– –
0
168
$508K 0.06%
4,989
+858
169
$492K 0.06%
3,323
+978
170
$491K 0.06%
7,347
-1,486
171
$471K 0.05%
30,200
-12,870
172
$469K 0.05%
6,991
-1,360
173
$467K 0.05%
4,005
174
$466K 0.05%
4,885
+2,255
175
$464K 0.05%
2,811
5 6
7
8 9