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
$430M
AUM Growth
-$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$8.41M
3
+$6.94M
4
VFH icon
Vanguard Financials ETF
VFH
+$6.48M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$6.41M

Top Sells

1
+$13.7M
2
+$9.83M
3
+$9.13M
4
IYG icon
iShares US Financial Services ETF
IYG
+$9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.34M

Sector Composition

1 Technology 13.88%
2 Consumer Discretionary 4.78%
3 Healthcare 4.66%
4 Real Estate 4.2%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-7,762
177
– –
-19,500
178
– –
-1,698
179
– –
-2,744
180
– –
-11,000
181
– –
-10,317
4 5 6 7
8