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
76
$804K 0.17%
801,843
77
$792K 0.17%
50,630
78
$390K 0.08%
1,147
79
$352K 0.08%
1,957
80
$344K 0.07%
3,703
81
$314K 0.07%
21,823
82
$288K 0.06%
27,630
83
– –
-9,355
84
– –
-23,857
85
– –
-13,932
86
– –
-13,600
87
– –
-17,490
88
– –
-3,116
89
– –
-105,535
1 2 3
4