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
$135M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.51M
3
+$2.41M
4
BHF icon
Brighthouse Financial
BHF
+$1.97M
5
INTC icon
Intel
INTC
+$1.65M

Top Sells

1
+$3.22M
2
+$2.7M
3
+$2.45M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$1.96M
5
CI icon
Cigna
CI
+$1.78M

Sector Composition

1 Technology 15.79%
2 Financials 11.77%
3 Communication Services 8.81%
4 Consumer Discretionary 8.75%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$707K 0.52%
3,153
52
$666K 0.49%
42,289
53
$663K 0.49%
8,246
54
$617K 0.46%
+13,990
55
$607K 0.45%
3,928
56
$600K 0.44%
9,961
57
$584K 0.43%
47,063
58
$577K 0.43%
17,536
59
$451K 0.33%
197,614
60
$393K 0.29%
2,063
61
$378K 0.28%
4,418
62
$341K 0.25%
14,139
63
$260K 0.19%
24,045
64
$223K 0.17%
3,464
-50,000
65
$220K 0.16%
16,071
66
$72K 0.05%
+2,833
67
– –
-8,728
68
– –
-5,866
69
– –
-24,244
70
– –
-22,676
71
– –
-46,315
72
– –
-17,437
73
– –
-16,318
74
– –
-46,345
1 2
3