BHB
Bank Hapoalim BM Portfolio holdings
AUM
$733M
This Quarter Return
+4.41%
1 Year Return
+15.95%
3 Year Return
+63.18%
5 Year Return
+85.68%
10 Year Return
+210.54%
AUM
$440M
AUM Growth
+$440M
(+2.3%)
Cap. Flow
-$70.3M
Cap. Flow
% of AUM
-16%
Top 10 Holdings %
Top 10 Hldgs %
43.92%
Holding
174
New
18
Increased
32
Reduced
77
Closed
7
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$16.3M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$12.5M |
| 3 |
Apple
AAPL
|
$6.99M |
| 4 |
SPDR S&P Homebuilders ETF
XHB
|
$4.48M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$3.97M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$24.5M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$19.6M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$18.4M |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$10.3M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$8.53M |
Sector Composition
| 1 | Technology | 13.97% |
| 2 | Healthcare | 5.13% |
| 3 | Consumer Discretionary | 4.99% |
| 4 | Real Estate | 3.63% |
| 5 | Financials | 3.37% |
