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
$456M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$6.62M
3
+$3.13M
4
COST icon
Costco
COST
+$2.72M
5
CRM icon
Salesforce
CRM
+$2.68M

Top Sells

1
+$4.15M
2
+$3.52M
3
+$2.66M
4
WIX icon
WIX.com
WIX
+$2.55M
5
VRT icon
Vertiv
VRT
+$2.53M

Sector Composition

1 Technology 12.45%
2 Financials 7.38%
3 Consumer Discretionary 3.47%
4 Communication Services 3.45%
5 Materials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.98M 1.31%
373,768
-6,313
27
$5.31M 1.17%
37,976
28
$5.25M 1.15%
53,230
29
$5.03M 1.1%
61,712
30
$5.01M 1.1%
122,724
31
$4.99M 1.1%
12,888
-6,353
32
$4.98M 1.09%
71,683
-36,230
33
$4.81M 1.06%
21,990
34
$4.48M 0.98%
29,915
35
$4.45M 0.98%
12,449
+565
36
$4.34M 0.95%
104,758
37
$3.9M 0.86%
171,852
38
$3.8M 0.83%
51,912
-51,910
39
$3.78M 0.83%
9,291
40
$3.31M 0.73%
11,968
-19,115
41
$3.23M 0.71%
18,305
42
$2.68M 0.59%
69,099
43
$2.68M 0.59%
+18,850
44
$2.54M 0.56%
29,997
45
$2.5M 0.55%
5,147
-4,745
46
$2.39M 0.52%
33,380
47
$2.35M 0.52%
22,106
48
$1.94M 0.43%
9,467
-11,365
49
$1.68M 0.37%
20,635
50
$1.5M 0.33%
34,492
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