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
$101M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.77M
3
+$2.27M
4
V icon
Visa
V
+$1.72M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.63M

Top Sells

1
+$3.23M
2
+$2.81M
3
+$2.77M
4
ORA icon
Ormat Technologies
ORA
+$306K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$114K

Sector Composition

1 Utilities 3.97%
2 Financials 3.74%
3 Technology 2.26%
4 Communication Services 2.19%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 11.64%
155,638
+60,553
2
$11.3M 11.2%
402,544
3
$9.14M 9.07%
273,905
4
$7.11M 7.05%
135,025
+31,010
5
$6.55M 6.51%
78,028
6
$6.04M 6%
54,610
7
$5.3M 5.26%
108,209
8
$4.94M 4.9%
63,465
9
$4.42M 4.39%
71,403
10
$4.27M 4.24%
82,933
+53,684
11
$4M 3.97%
66,990
-5,126
12
$3.27M 3.25%
103,834
13
$2.78M 2.76%
77,853
14
$2.5M 2.48%
37,375
+815
15
$2.27M 2.26%
+53,920
16
$1.72M 1.7%
+13,236
17
$1.52M 1.51%
+18,376
18
$1.51M 1.5%
+13,619
19
$1.49M 1.48%
+8,489
20
$1.22M 1.21%
25,399
+294
21
$1.2M 1.2%
31,716
+422
22
$1.08M 1.08%
12,196
+8,143
23
$916K 0.91%
412
24
$789K 0.78%
+13,146
25
$773K 0.77%
10,476
+4,709
1
2