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
$407M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$6.55M
3
+$6.37M
4
IYF icon
iShares US Financials ETF
IYF
+$5.66M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.72M

Top Sells

1
+$14.7M
2
+$13.1M
3
+$2.96M
4
AAPL icon
Apple
AAPL
+$2.58M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.87M

Sector Composition

1 Technology 15.72%
2 Financials 7.62%
3 Consumer Discretionary 6.93%
4 Communication Services 5.8%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$116K 0.03%
14,000
177
$112K 0.03%
2,900
-8,043
178
$98K 0.02%
960
179
$81K 0.02%
660
180
$76K 0.02%
1,460
181
$64K 0.02%
1,200
182
$56K 0.01%
530
183
$41K 0.01%
310
184
$32K 0.01%
620
185
$24K 0.01%
580
186
$23K 0.01%
230
187
$17K ﹤0.01%
290
188
$15K ﹤0.01%
97
189
$13K ﹤0.01%
440
190
– –
-4,202
191
– –
-44,835
192
– –
-1,800
193
– –
-21,200
194
– –
-15,951
195
– –
-85,060
196
– –
0
197
– –
-1,452
198
– –
-4,066
199
– –
-10,374
200
– –
-4,333
5 6 7
8
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