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
$401M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$3.23M
3
+$3.14M
4
ORCL icon
Oracle
ORCL
+$3.07M
5
VRT icon
Vertiv
VRT
+$2.53M

Top Sells

1
+$4.63M
2
+$3.43M
3
+$2.86M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.73M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.33M

Sector Composition

1 Technology 14.32%
2 Financials 8.08%
3 Industrials 3.08%
4 Communication Services 3.07%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KKR icon
26
KKR & Co
KKR
$105B
$5.91M 1.47%
51,187
+9,324
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.06T
$5.27M 1.31%
9,892
AVGO icon
28
Broadcom
AVGO
$1.65T
$5.22M 1.3%
31,083
XHB icon
29
SPDR S&P Homebuilders ETF
XHB
$1.81B
$5.16M 1.29%
53,230
XLU icon
30
Utilities Select Sector SPDR Fund
XLU
$22.5B
$4.84M 1.21%
61,362
AAPL icon
31
Apple
AAPL
$3.74T
$4.62M 1.15%
20,832
XLRE icon
32
Real Estate Select Sector SPDR Fund
XLRE
$7.84B
$4.38M 1.09%
104,758
GRID icon
33
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.85B
$4.29M 1.07%
37,976
COST icon
34
Costco
COST
$415B
$4.24M 1.06%
4,488
AIRR icon
35
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.47B
$4.21M 1.05%
61,712
BX icon
36
Blackstone
BX
$122B
$4.18M 1.04%
+29,915
CRM icon
37
Salesforce
CRM
$231B
$3.8M 0.95%
14,150
ETN icon
38
Eaton
ETN
$145B
$3.23M 0.8%
+11,884
CYBR icon
39
CyberArk
CYBR
$24.8B
$3.14M 0.78%
9,291
GRNY
40
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.83B
$3.12M 0.78%
171,852
ORCL icon
41
Oracle
ORCL
$830B
$3.07M 0.77%
+21,990
GOOGL icon
42
Alphabet (Google) Class A
GOOGL
$3.06T
$2.83M 0.71%
18,305
GSK icon
43
GSK
GSK
$88.3B
$2.7M 0.67%
69,099
-46,286
AMAT icon
44
Applied Materials
AMAT
$179B
$2.66M 0.66%
18,370
WIX icon
45
WIX.com
WIX
$7.28B
$2.55M 0.64%
15,645
VRT icon
46
Vertiv
VRT
$66.4B
$2.53M 0.63%
+35,055
PLD icon
47
Prologis
PLD
$115B
$2.49M 0.62%
22,106
-41,105
UBER icon
48
Uber
UBER
$192B
$2.21M 0.55%
+30,301
NKE icon
49
Nike
NKE
$99.6B
$2.14M 0.53%
33,380
-30,772
NVMI icon
50
Nova
NVMI
$9.81B
$1.91M 0.48%
10,362
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