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
$407M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$6.55M
3
+$6.37M
4
IYF icon
iShares US Financials ETF
IYF
+$5.66M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.72M

Top Sells

1
+$14.7M
2
+$13.1M
3
+$2.96M
4
AAPL icon
Apple
AAPL
+$2.58M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.87M

Sector Composition

1 Technology 15.72%
2 Financials 7.62%
3 Consumer Discretionary 6.93%
4 Communication Services 5.8%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 4.57%
681,619
+135,021
2
$18.5M 4.5%
2,630,520
+2,369,160
3
$17.4M 4.23%
59,851
+6,378
4
$16.6M 4.04%
96,841
+37,141
5
$15.5M 3.78%
1,700,000
6
$15.3M 3.71%
160,398
+677
7
$11.4M 2.78%
191,360
+45,820
8
$10.5M 2.55%
139,292
+5,315
9
$9.96M 2.42%
99,480
+13,060
10
$9.5M 2.31%
80,000
11
$9.39M 2.29%
79,834
-4,516
12
$9.35M 2.28%
62,301
+1,287
13
$8.46M 2.06%
223,200
+172,800
14
$8.38M 2.04%
451,850
15
$7.04M 1.71%
37,912
+431
16
$6.78M 1.65%
77,220
+5,996
17
$6.69M 1.63%
137,561
-2,630
18
$6.59M 1.6%
302,742
-675,335
19
$6.32M 1.54%
201,747
+95,310
20
$6.19M 1.51%
54,100
+10,324
21
$5.71M 1.39%
128,490
-19,020
22
$5.66M 1.38%
+93,214
23
$5.46M 1.33%
96,784
-45,712
24
$5.34M 1.3%
49,374
-404
25
$4.7M 1.14%
90,470
+10,520
1
2 3 4 5