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
$723M
AUM Growth
+$721M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$16.2M
3
+$15.9M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$15.2M
5
VT icon
Vanguard Total World Stock ETF
VT
+$14.9M

Top Sells

1
+$11.9M
2
+$3.82M
3
+$1.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.72M
5
TAN icon
Invesco Solar ETF
TAN
+$1.66M

Sector Composition

1 Technology 13.68%
2 Financials 4.95%
3 Communication Services 3.65%
4 Consumer Discretionary 3.55%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.8M 3.98%
527,520
+13,158
2
$25.9M 3.58%
227,720
+11,968
3
$25.7M 3.55%
270,172
+170,962
4
$22.8M 3.16%
61,051
-4,604
5
$21.7M 3%
282,086
+251,487
6
$20.1M 2.77%
398,018
+255,133
7
$19.6M 2.71%
339,000
8
$19.5M 2.69%
60,958
+1,948
9
$19.3M 2.67%
86,676
+683
10
$17M 2.34%
186,869
+175,281
11
$16.7M 2.31%
247,463
+226,077
12
$16.1M 2.23%
174,390
+161,246
13
$15.8M 2.19%
180,640
+3,020
14
$15.2M 2.1%
400,909
+366,315
15
$14.8M 2.05%
+439,000
16
$14.8M 2.05%
313,500
+307,733
17
$14.8M 2.04%
+214,000
18
$14.7M 2.03%
+201,500
19
$14.7M 2.03%
63,087
+16,319
20
$14.6M 2.01%
201,990
21
$14.4M 2%
325,352
+171,585
22
$11.2M 1.56%
154,000
+144,224
23
$11M 1.53%
50,479
+1,742
24
$10.2M 1.42%
46,008
-4,285
25
$10.1M 1.39%
32,056
+1,906
1
2 3 4 5