BHB
Bank Hapoalim BM Portfolio holdings
AUM
$733M
1-Year Return
15.95%
This Quarter Return
+3.42%
1 Year Return
+15.95%
3 Year Return
+63.18%
5 Year Return
+85.68%
10 Year Return
+210.54%
AUM
$2.15M
AUM Growth
-$425M
(-99%)
Cap. Flow
-$54.6M
Cap. Flow
% of AUM
-2,547.57%
Top 10 Holdings %
Top 10 Hldgs %
81.99%
Holding
200
New
19
Increased
36
Reduced
89
Closed
31
Top Buys
| 1 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
+$154K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$141K |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
+$114K |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$102K |
| 5 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$52.7K |
Top Sells
| 1 |
Apple
AAPL
|
+$10.2M |
| 2 |
Amazon
AMZN
|
+$10.1M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$5.2M |
| 4 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$4.65M |
| 5 |
Autodesk
ADSK
|
+$3.1M |
Sector Composition
| 1 | Technology | 4.18% |
| 2 | Financials | 1.23% |
| 3 | Consumer Discretionary | 1.09% |
| 4 | Communication Services | 1% |
| 5 | Healthcare | 0.75% |
