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
$884M
AUM Growth
+$96.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.9M
3
+$8.01M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$6.31M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.62M

Top Sells

1
+$88.3M
2
+$51.7M
3
+$32.7M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$20.3M
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$18M

Sector Composition

1 Technology 14%
2 Financials 6.45%
3 Communication Services 5.55%
4 Consumer Discretionary 4.38%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
0
202
$328K 0.04%
11,598
+131
203
– –
0
204
$324K 0.04%
+3,810
205
$316K 0.04%
8,920
206
$313K 0.04%
8,446
+1,421
207
$311K 0.04%
1,308
-76
208
$307K 0.03%
2,800
-26
209
– –
0
210
$304K 0.03%
+7,107
211
– –
0
212
$298K 0.03%
2,207
213
$290K 0.03%
+3,400
214
$286K 0.03%
1,325
+293
215
$285K 0.03%
6,142
-400
216
$273K 0.03%
+1,161
217
$270K 0.03%
4,736
218
$269K 0.03%
4,935
-150
219
$263K 0.03%
1,085
220
$262K 0.03%
2,452
-644
221
$257K 0.03%
4,236
+564
222
$248K 0.03%
7,683
223
$246K 0.03%
2,637
-1,709
224
$243K 0.03%
3,203
-2,480
225
– –
0
6 7 8
9
10