BHB

Bank Hapoalim BM Portfolio holdings

AUM $733M
1-Year Est. Return 15.95%
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$457K
AUM Growth
-$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$46.2K
2
+$1.28K
3
+$1.19K
4
V icon
Visa
V
+$1.07K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$983

Top Sells

1
+$5.88M
2
+$4.42M
3
+$3.29M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.26M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.88M

Sector Composition

1 Technology 14.38%
2 Consumer Discretionary 6.24%
3 Financials 5.86%
4 Real Estate 4.28%
5 Communication Services 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.2K 10.12%
+8,691
2
$32.5K 7.13%
954,467
-20,650
3
$18.2K 3.98%
1,700,000
4
$16.2K 3.55%
60,665
-10,263
5
$15.5K 3.39%
555,022
+11,364
6
$13.6K 2.98%
164,418
-10,500
7
$13.5K 2.96%
80,000
8
$13.2K 2.9%
640,451
9
$13.2K 2.89%
400,000
10
$10.2K 2.24%
171,068
-28,932
11
$10.1K 2.2%
97,050
-1,170
12
$9.94K 2.18%
300,000
13
$9.35K 2.05%
146,243
-10,277
14
$8.59K 1.88%
35,000
15
$7.98K 1.75%
168,604
-1,203
16
$7.55K 1.65%
173,700
-3,240
17
$6.77K 1.48%
129,360
-9,280
18
$6.56K 1.44%
42,137
-14,554
19
$6.39K 1.4%
56,052
+9,432
20
$6.35K 1.39%
150,056
+1,760
21
$6.04K 1.32%
103,280
+800
22
$3.94K 0.86%
52,956
-4,555
23
$3.89K 0.85%
65,519
-9,085
24
$3.76K 0.82%
98,163
-6,510
25
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