KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Portfolio holdings

AUM $456M
1-Year Est. Return 20.86%
This Quarter Est. Return
1 Year Est. Return
+20.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.77M
3
+$2.27M
4
V icon
Visa
V
+$1.72M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.63M

Top Sells

1
+$3.23M
2
+$2.81M
3
+$2.77M
4
ORA icon
Ormat Technologies
ORA
+$306K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$114K

Sector Composition

1 Utilities 3.97%
2 Financials 3.74%
3 Technology 2.26%
4 Communication Services 2.19%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$711K 0.71%
+13,680
27
$654K 0.65%
+17,437
28
$543K 0.54%
+53,680
29
$454K 0.45%
13,672
30
$358K 0.36%
2,176
31
$190K 0.19%
705
32
– –
-85,718
33
– –
-657
34
– –
-520
35
– –
-46,839
36
– –
-732
37
– –
-461
38
– –
-800
39
– –
-139,179
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