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
The Communication Services Select Sector SPDR Fund
XLC
+$3.83M
5
XLF icon
Financial Select Sector SPDR Fund
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
– –
-3,391
158
– –
-19,530
159
– –
-2,233
160
– –
-7,608
161
– –
-9,378
162
– –
-408
163
– –
-78,190
164
– –
-5,130
165
– –
-9,000
166
– –
-3,495
167
– –
-200,400
168
– –
-238,892
169
– –
-680
170
– –
-71,000
171
– –
-54,220
3 4 5 6
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