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
$131M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.09M
3
+$2.84M
4
LEN icon
Lennar Class A
LEN
+$2.15M
5
CVS icon
CVS Health
CVS
+$1.48M

Top Sells

1
+$1.09M

Sector Composition

1 Financials 9%
2 Communication Services 7.44%
3 Industrials 7.34%
4 Technology 6.93%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$657K 0.5%
24,045
52
$652K 0.5%
5,532
53
$647K 0.49%
17,437
54
$610K 0.46%
8,246
55
$596K 0.45%
5,866
56
$545K 0.41%
+4,418
57
$522K 0.4%
5,860
58
$508K 0.39%
+22,676
59
$467K 0.36%
13,259
60
$454K 0.35%
2,964
61
$216K 0.16%
3,851
62
– –
-119,909
1 2
3