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
$457M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$4.61M
3
+$4.29M
4
PANW icon
Palo Alto Networks
PANW
+$4.17M
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$4.14M

Top Sells

1
+$12.6M
2
+$9.46M
3
+$8.21M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.98M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$3.79M

Sector Composition

1 Technology 15.05%
2 Financials 7.16%
3 Consumer Discretionary 4.41%
4 Communication Services 2.24%
5 Materials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.27M 0.28%
4,320
77
$1.21M 0.27%
17,490
78
$1.09M 0.24%
+32,644
79
$928K 0.2%
52,678
80
$769K 0.17%
35,773
81
$756K 0.17%
10,273
82
$749K 0.16%
105,535
83
$466K 0.1%
62,517
84
$351K 0.08%
1,147
85
$329K 0.07%
1,957
-23,694
86
$263K 0.06%
3,703
87
$177K 0.04%
21,823
88
– –
-17,433
89
– –
-63,463
90
– –
-51,537
91
– –
-33,575
92
– –
-111,817
93
– –
-3,115
94
– –
-62,351
1 2 3
4