KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Portfolio holdings

AUM $509M
1-Year Est. Return 18.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$509M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$6.61M
3
+$3.78M
4
UBER icon
Uber
UBER
+$3.45M
5
AVGO icon
Broadcom
AVGO
+$3.19M

Top Sells

1
+$6.14M
2
+$3.4M
3
+$3.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.58M
5
PLD icon
Prologis
PLD
+$2.55M

Sector Composition

1 Technology 11.83%
2 Financials 5.77%
3 Communication Services 4.91%
4 Consumer Discretionary 3.44%
5 Utilities 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
1
Invesco QQQ Trust
QQQ
$384B
$55.9M 10.97%
90,881
+5,010
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$663B
$45.1M 8.85%
65,902
XLF icon
3
State Street Financial Select Sector SPDR ETF
XLF
$46.7B
$29.4M 5.78%
537,641
XLI icon
4
State Street Industrial Select Sector SPDR ETF
XLI
$28.9B
$23.1M 4.54%
149,120
XLC icon
5
State Street Communication Services Select Sector SPDR ETF
XLC
$25.9B
$19.3M 3.8%
164,249
XLV icon
6
State Street Health Care Select Sector SPDR ETF
XLV
$39.8B
$19M 3.74%
123,027
EPI icon
7
WisdomTree India Earnings Fund ETF
EPI
$2.45B
$15.8M 3.11%
342,373
SMH icon
8
VanEck Semiconductor ETF
SMH
$43.8B
$13.3M 2.61%
36,861
AMZN icon
9
Amazon
AMZN
$2.23T
$13.1M 2.57%
56,634
+6,935
META icon
10
Meta Platforms (Facebook)
META
$1.55T
$12.9M 2.53%
19,544
+4,375
ICL icon
11
ICL Group
ICL
$6.93B
$12M 2.35%
2,084,911
+502,628
RSPN icon
12
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$866M
$11.9M 2.33%
209,374
MCHI icon
13
iShares MSCI China ETF
MCHI
$7.16B
$11.4M 2.23%
189,144
PAVE icon
14
Global X US Infrastructure Development ETF
PAVE
$11.3B
$11M 2.16%
229,190
V icon
15
Visa
V
$591B
$10.9M 2.15%
31,182
XLK icon
16
State Street Technology Select Sector SPDR ETF
XLK
$86.4B
$9.88M 1.94%
68,492
NVDA icon
17
NVIDIA
NVDA
$4.38T
$9.62M 1.89%
51,574
PPA icon
18
Invesco Aerospace & Defense ETF
PPA
$7.95B
$9.58M 1.88%
61,165
COST icon
19
Costco
COST
$447B
$7.7M 1.51%
8,934
+1,708
XLY icon
20
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.9B
$7.6M 1.49%
63,624
AVGO icon
21
Broadcom
AVGO
$1.53T
$7.24M 1.42%
20,898
+8,930
KCE icon
22
State Street SPDR S&P Capital Markets ETF
KCE
$441M
$7.15M 1.4%
47,687
VST icon
23
Vistra
VST
$53.6B
$7.01M 1.38%
+43,475
CLBT icon
24
Cellebrite
CLBT
$3.6B
$6.74M 1.32%
373,768
CRM icon
25
Salesforce
CRM
$178B
$6.42M 1.26%
24,187
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