KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Portfolio holdings

AUM $487M
1-Year Est. Return 19.73%
This Quarter Est. Return
1 Year Est. Return
+19.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$3.23M
3
+$3.14M
4
ORCL icon
Oracle
ORCL
+$3.07M
5
VRT icon
Vertiv
VRT
+$2.53M

Top Sells

1
+$4.63M
2
+$3.43M
3
+$2.86M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.73M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.33M

Sector Composition

1 Technology 14.32%
2 Financials 8.08%
3 Industrials 3.08%
4 Communication Services 3.07%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.47%
61,369
52
$1.76M 0.44%
29,997
53
$1.7M 0.42%
20,635
54
$1.38M 0.34%
+196,000
55
$1.23M 0.31%
34,492
56
$1.14M 0.28%
6,595
57
$818K 0.2%
50,630
58
$637K 0.16%
39,368
59
$536K 0.13%
65,880
60
$482K 0.12%
1,147
61
$440K 0.11%
6,423
62
$346K 0.09%
3,703
63
$241K 0.06%
21,823
64
$219K 0.05%
4,248
65
– –
-52,380
66
– –
-18,715
1 2
3