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
51
$3.14M 0.67%
54,588
52
$3.07M 0.65%
7,892
-215
53
$2.76M 0.59%
146,649
54
$2.72M 0.58%
4,967
55
$2.72M 0.58%
31,672
-22,806
56
$2.71M 0.58%
24,265
57
$2.64M 0.56%
41,863
-31,555
58
$2.62M 0.56%
33,669
59
$2.5M 0.53%
21,138
60
$2.47M 0.53%
9,173
61
$2.41M 0.51%
+26,114
62
$2.26M 0.48%
41,481
63
$2.22M 0.47%
41,828
-61,920
64
$2.2M 0.47%
16,520
65
$2.1M 0.45%
14,657
-29,302
66
$2.04M 0.43%
+65,880
67
$1.95M 0.41%
10,323
68
$1.91M 0.41%
12,849
69
$1.83M 0.39%
+10,485
70
$1.8M 0.38%
62,652
71
$1.72M 0.37%
53,123
-21,975
72
$1.63M 0.35%
20,635
73
$1.6M 0.34%
12,909
74
$1.53M 0.33%
9,291
-11,600
75
$1.4M 0.3%
75,923
1 2
3
4