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KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Portfolio holdings

AUM $809M
1-Year Est. Return 25.2%
This Fund
S&P 500
This Quarter Est. Return
-0.87%
1 Year Est. Return
+25.2%
3 Year Est. Return
+80.79%
5 Year Est. Return
+76.81%
10 Year Est. Return
+310.67%
AUM
$143M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow %
100.88%
Top 10 Hldgs %
62.71%
Holding
31
New
31
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$16.3M
2
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$12.3M
3
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$10.6M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$10.4M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.96M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ECON icon
26
Columbia Emerging Markets Consumer ETF
ECON
$310M
$987K 0.69%
+38,963
New +$1.02M
EWY icon
27
iShares MSCI South Korea ETF
EWY
$27.2B
$984K 0.69%
+17,798
New +$1.01M
CHIQ icon
28
Global X MSCI China Consumer Discretionary ETF
CHIQ
$123M
$845K 0.59%
+66,981
New +$891K
FXI icon
29
iShares China Large-Cap ETF
FXI
$4.2B
$442K 0.31%
+10,624
New +$420K
DIA icon
30
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$82K 0.06%
+461
New +$79.9K
IWM icon
31
iShares Russell 2000 ETF
IWM
$82.2B
$2K ﹤0.01%
+13
New +$1.49K
1
2

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ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
AF
Ally Financial Detroit, Michigan $804M AUM 0.18% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's Q4 2014 Portfolio in Review

Q4 2014 is the first quarter with a 13F filing on record for Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet, which disclosed 31 positions worth $143M. Its ten largest holdings account for 63% of the portfolio.

Its largest position is State Street Industrial Select Sector SPDR ETF: 297,062 shares worth $16.8M.

  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's largest Q4 2014 buy was State Street Industrial Select Sector SPDR ETF: 297,062 shares worth $16.8M.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's ten largest holdings make up 63% of its $143M portfolio in Q4 2014.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet disclosed 31 positions in Q4 2014, its first 13F filing on record.

Based on Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's 13F filing for Q4 2014, filed 22 Jun 2015.