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
$504M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$6.83M
3
+$4.19M
4
CARR icon
Carrier Global
CARR
+$3.26M
5
RSPN icon
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
+$2.19M

Top Sells

1
+$7.51M
2
+$4.32M
3
+$3.71M
4
CHKP icon
Check Point Software Technologies
CHKP
+$3.4M
5
NEE icon
NextEra Energy
NEE
+$3.14M

Sector Composition

1 Technology 9.53%
2 Financials 5.3%
3 Communication Services 4.19%
4 Consumer Discretionary 4.03%
5 Industrials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$676K 0.13%
+78,125
77
$432K 0.09%
1,147
78
$331K 0.07%
801,843
79
$327K 0.06%
21,823
80
$310K 0.06%
3,703
81
– –
-10,485
82
– –
-25,200
83
– –
-10,323
84
– –
-162,692
85
– –
-54,588
86
– –
-24,265
87
– –
-53,123
88
– –
-41,828
89
– –
-27,630
1 2 3
4