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
$317M
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.6M
3
+$7.03M
4
AMZN icon
Amazon
AMZN
+$6.7M
5
FIW icon
First Trust Water ETF
FIW
+$4.11M

Top Sells

1
+$22.1M
2
+$20.2M
3
+$12.5M
4
BABA icon
Alibaba
BABA
+$9.56M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9M

Sector Composition

1 Technology 20.44%
2 Financials 6.31%
3 Communication Services 5.27%
4 Healthcare 5.22%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.8M 5.29%
446,208
-15,792
2
$16.7M 5.29%
233,685
-2,918
3
$13.9M 4.38%
53,783
-85,894
4
$13.5M 4.26%
247,600
+226,952
5
$12.5M 3.93%
100,636
+85,626
6
$10.4M 3.28%
65,833
+8,529
7
$10.3M 3.25%
102,300
-20,268
8
$9.64M 3.05%
201,990
+86,000
9
$9.34M 2.95%
160,580
-32,260
10
$8.96M 2.83%
101,179
+8,574
11
$8.56M 2.7%
53,156
-14,211
12
$8.25M 2.61%
57,318
-10,916
13
$7.03M 2.22%
+110,516
14
$6.7M 2.12%
+68,720
15
$6.44M 2.03%
80,108
-21,910
16
$6.27M 1.98%
165,552
-48,858
17
$5.06M 1.6%
26,598
-7,943
18
$4.58M 1.45%
55,908
-20,301
19
$4.54M 1.43%
58,310
-47,600
20
$4.49M 1.42%
82,326
-23,233
21
$4.46M 1.41%
95,092
-8,822
22
$3.58M 1.13%
78,457
-109
23
$3.44M 1.09%
45,271
-92,701
24
$3.42M 1.08%
56,112
+17,510
25
$3.4M 1.07%
80,815
+24,245
1
2 3 4 5