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
$384M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$6.11M
3
+$5.63M
4
AAPL icon
Apple
AAPL
+$4.44M
5
NEE icon
NextEra Energy
NEE
+$4.39M

Top Sells

1
+$18.2M
2
+$16.5M
3
+$12M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$10.4M
5
MSFT icon
Microsoft
MSFT
+$9.61M

Sector Composition

1 Technology 11.38%
2 Financials 6.67%
3 Consumer Discretionary 5.86%
4 Communication Services 3.55%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.45%
62,652
52
$1.48M 0.39%
65,880
53
$1.38M 0.36%
75,923
54
$1.15M 0.3%
+34,492
55
$1.04M 0.27%
1,418
-3,013
56
$857K 0.22%
50,630
57
$457K 0.12%
1,147
58
$350K 0.09%
7,406
59
$327K 0.09%
21,823
60
– –
-248,628
61
– –
-8,388
62
– –
-7,892
63
– –
-46,731
64
– –
-52,840
65
– –
-132,398
66
– –
-83,208
67
– –
-12,909
68
– –
-77,860
69
– –
-192,789
70
– –
-44,300
71
– –
-31,672
72
– –
-36,005
73
– –
-283,109
74
– –
-4,967
75
– –
-22,943
1 2
3
4