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
$618M
AUM Growth
-$84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$12.3M
3
+$12.3M
4
VTV icon
Vanguard Value ETF
VTV
+$12M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$11.8M

Top Sells

1
+$33.3M
2
+$23.3M
3
+$14.4M
4
VHT icon
Vanguard Health Care ETF
VHT
+$14.3M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$12.2M

Sector Composition

1 Technology 15.39%
2 Healthcare 3.25%
3 Communication Services 2.22%
4 Financials 2.07%
5 Consumer Discretionary 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-45,000
152
– –
-720,322
153
– –
-194,000
154
– –
-11,180
155
– –
-7,780
156
– –
-9,705
3 4 5 6
7