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
$723M
AUM Growth
+$721M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$16.2M
3
+$15.9M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$15.2M
5
VT icon
Vanguard Total World Stock ETF
VT
+$14.9M

Top Sells

1
+$11.9M
2
+$3.82M
3
+$1.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.72M
5
TAN icon
Invesco Solar ETF
TAN
+$1.66M

Sector Composition

1 Technology 13.68%
2 Financials 4.95%
3 Communication Services 3.65%
4 Consumer Discretionary 3.55%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-4,000
202
– –
-4,442
203
– –
-65
204
– –
-12,935
205
– –
0
206
– –
-195
207
– –
0
5 6 7 8
9