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
$456M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$6.62M
3
+$3.13M
4
COST icon
Costco
COST
+$2.72M
5
CRM icon
Salesforce
CRM
+$2.68M

Top Sells

1
+$4.15M
2
+$3.52M
3
+$2.66M
4
WIX icon
WIX.com
WIX
+$2.55M
5
VRT icon
Vertiv
VRT
+$2.53M

Sector Composition

1 Technology 12.45%
2 Financials 7.38%
3 Consumer Discretionary 3.47%
4 Communication Services 3.45%
5 Materials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.3%
196,000
52
$1.18M 0.26%
6,463
-132
53
$1.15M 0.25%
50,630
54
$804K 0.18%
39,368
55
$669K 0.15%
65,880
56
$507K 0.11%
1,147
57
$482K 0.11%
6,423
58
$314K 0.07%
7,406
59
$299K 0.07%
21,823
60
$237K 0.05%
4,248
61
– –
-18,370
62
– –
-61,369
63
– –
-30,301
64
– –
-35,055
65
– –
-15,645
1 2
3