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
$961M
AUM Growth
-$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$15.2M
3
+$15.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15M
5
VV icon
Vanguard Large-Cap ETF
VV
+$14.8M

Top Sells

1
+$25.8M
2
+$15.6M
3
+$14.5M
4
URTH icon
iShares MSCI World ETF
URTH
+$10M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$9.99M

Sector Composition

1 Technology 14.26%
2 Communication Services 4.05%
3 Financials 3.93%
4 Healthcare 3.71%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
0
177
$270K 0.03%
+3,000
178
$263K 0.03%
457
-60
179
– –
0
180
$252K 0.03%
2,480
-455
181
– –
0
182
– –
0
183
$236K 0.02%
4,085
-100
184
$236K 0.02%
949
-338
185
$235K 0.02%
5,057
-1,085
186
$232K 0.02%
3,958
-195
187
$224K 0.02%
1,517
-483
188
$220K 0.02%
+5,088
189
$211K 0.02%
1,249
190
$206K 0.02%
565
-20
191
$201K 0.02%
1,048
-388
192
$111K 0.01%
3,205
193
$97K 0.01%
11,700
194
$31K ﹤0.01%
13,000
195
$12K ﹤0.01%
+680
196
$8K ﹤0.01%
+769
197
– –
0
198
– –
-6,221
199
– –
-11,970
200
– –
-4,736
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8
9 10