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
$803M
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.3M
3
+$14M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$13.7M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$10.4M

Top Sells

1
+$15M
2
+$14.5M
3
+$13.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.1M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.28M

Sector Composition

1 Technology 14.41%
2 Healthcare 4.41%
3 Communication Services 4.06%
4 Financials 3.09%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$360K 0.04%
4,674
152
$349K 0.04%
5,000
153
$343K 0.04%
936
-336
154
$335K 0.04%
6,130
155
$333K 0.04%
3,657
-208
156
$306K 0.04%
1,362
+414
157
$277K 0.03%
1,932
-154
158
$254K 0.03%
2,392
-88
159
$252K 0.03%
1,412
-596
160
$250K 0.03%
2,522
-524
161
– –
0
162
– –
0
163
$223K 0.03%
7,166
-28,658
164
$222K 0.03%
679
-155
165
$220K 0.03%
4,085
166
$219K 0.03%
457
167
– –
0
168
$213K 0.03%
7,175
-1,500
169
$82K 0.01%
11,700
170
$78K 0.01%
3,205
171
$61K 0.01%
9,378
172
$27K ﹤0.01%
13,000
173
$8K ﹤0.01%
680
174
– –
-3,000
175
– –
-13,760
5 6
7
8 9