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
State Street Financial Select Sector SPDR ETF
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
201
– –
-4,333
202
– –
-12,000
203
– –
-2,010
5 6 7 8
9