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
$469M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1 +$5.93M
2 +$5.93M
3 +$5.5M
4
DIS icon
Walt Disney
DIS
+$3.77M
5
MSFT icon
Microsoft
MSFT
+$2.7M

Top Sells

1 +$9.12M
2 +$4.19M
3 +$4.12M
4
CAT icon
Caterpillar
CAT
+$3.41M
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$3.28M

Sector Composition

1 Technology 10.45%
2 Communication Services 4.65%
3 Financials 4.2%
4 Consumer Discretionary 4.13%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.23M 1.11%
59,679
+21,807
27
$5.2M 1.11%
60,352
28
$5.19M 1.11%
39,368
+10,219
29
$4.93M 1.05%
61,165
30
$4.74M 1.01%
44,300
31
$4.43M 0.94%
59,628
32
$4.41M 0.94%
10,964
33
$4.33M 0.92%
7,564
+1,954
34
$4.33M 0.92%
784,833
35
$4.26M 0.91%
143,639
36
$4.22M 0.9%
71,455
+34,045
37
$4.2M 0.9%
36,925
38
$4.16M 0.89%
95,780
+39,500
39
$4.06M 0.87%
44,803
40
$3.77M 0.8%
+46,731
41
$3.71M 0.79%
162,692
-89,615
42
$3.67M 0.78%
21,319
-16,870
43
$3.54M 0.76%
6,969
+1,871
44
$3.4M 0.73%
25,200
45
$3.4M 0.72%
10,340
+6,020
46
$3.31M 0.71%
106,260
47
$3.29M 0.7%
35,848
-21,010
48
$3.25M 0.69%
32,188
+3,052
49
$3.21M 0.68%
61,369
-17,527
50
$3.16M 0.67%
52,840