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
$2.15M
AUM Growth
-$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$154K
2
+$141K
3
+$114K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$102K
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$52.7K

Top Sells

1
+$10.2M
2
+$10.1M
3
+$5.2M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$4.65M
5
ADSK icon
Autodesk
ADSK
+$3.1M

Sector Composition

1 Technology 4.18%
2 Financials 1.23%
3 Consumer Discretionary 1.09%
4 Communication Services 1%
5 Healthcare 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$381K 17.75%
34,594
+10,344
2
$307K 14.31%
153,767
+26,398
3
$241K 11.25%
21,386
+9,023
4
$200K 9.31%
99,210
+12,954
5
$163K 7.6%
13,144
+3,879
6
$154K 7.18%
+9,776
7
$141K 6.57%
+5,767
8
$124K 5.8%
77,120
-1,103
9
$25.7K 1.2%
514,362
-2,640
10
$22K 1.03%
65,655
+9,828
11
$21K 0.98%
215,752
+67,145
12
$19K 0.89%
+5,590
13
$18.1K 0.84%
85,993
+14,112
14
$16.9K 0.79%
339,000
15
$14.1K 0.66%
59,010
-11,059
16
$13.7K 0.64%
46,768
+14,050
17
$13.1K 0.61%
177,620
+860
18
$12.6K 0.59%
50,293
-7,420
19
$12.6K 0.59%
66,961
-33,206
20
$12.2K 0.57%
201,990
21
$9.75K 0.45%
48,737
-9,356
22
$9.49K 0.44%
89,959
-42,468
23
$9.06K 0.42%
194,220
+7,476
24
$8.38K 0.39%
30,150
-1,823
25
$8.13K 0.38%
67,530
-9,516
1
2 3 4 5