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
$788M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$20M
3
+$19.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.7M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$14.4M

Top Sells

1
+$19.6M
2
+$18.9M
3
+$17.8M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$17.5M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$16.7M

Sector Composition

1 Technology 13.2%
2 Financials 6.03%
3 Communication Services 5.3%
4 Consumer Discretionary 4.67%
5 Healthcare 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
0
202
$281K 0.04%
14,450
-15,570
203
$278K 0.04%
3,096
204
$278K 0.04%
4,408
-1,328
205
$276K 0.04%
1,384
206
$276K 0.04%
1,724
-1,317
207
$260K 0.03%
11,887
+3,224
208
$258K 0.03%
9,195
209
$257K 0.03%
5,085
210
$256K 0.03%
110
-11
211
$256K 0.03%
4,736
-30
212
$245K 0.03%
2,630
-5,270
213
$243K 0.03%
+1,818
214
$243K 0.03%
1,085
215
$243K 0.03%
7,683
-1,053
216
$231K 0.03%
+7,025
217
– –
0
218
$223K 0.03%
16,900
-11,600
219
$222K 0.03%
+1,685
220
$218K 0.03%
+1,844
221
$213K 0.03%
+3,570
222
$212K 0.03%
5,450
-2,200
223
$211K 0.03%
+4,064
224
$210K 0.03%
4,030
-11,030
225
$209K 0.03%
1,032
-66
6 7 8
9
10