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
$724M
AUM Growth
-$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.2M
3
+$4.21M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.83M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.45M

Top Sells

1
+$37M
2
+$17M
3
+$15.7M
4
VV icon
Vanguard Large-Cap ETF
VV
+$12.4M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$11.3M

Sector Composition

1 Technology 17.63%
2 Financials 3.85%
3 Healthcare 3.6%
4 Communication Services 1.9%
5 Consumer Discretionary 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$226K 0.03%
1,465
-321
152
$216K 0.03%
+847
153
$215K 0.03%
2,111
-265
154
$215K 0.03%
3,945
155
$38K 0.01%
3,205
156
$30K ﹤0.01%
13,000
157
– –
-7,608
158
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-469
159
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-408
160
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-78,190
161
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-5,130
162
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-9,000
163
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-3,495
164
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-200,400
165
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-238,892
166
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-680
167
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-71,000
168
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-54,220
169
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-3,391
170
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-19,530
171
– –
-2,233
3 4 5 6
7