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
1
$33.6M 7.36%
120,782
+29,122
2
$26M 5.69%
69,112
-33,676
3
$22.5M 4.92%
178,392
4
$19.1M 4.18%
220,413
5
$15.7M 3.44%
45,450
+1,154
6
$14.6M 3.2%
200,513
7
$14.6M 3.19%
467,207
-73,833
8
$14.2M 3.11%
55,729
-7,806
9
$11.7M 2.55%
358,744
10
$11.5M 2.52%
90,659
+16,455
11
$11.3M 2.48%
752,980
+74,060
12
$9.73M 2.13%
49,854
-10,785
13
$9.71M 2.13%
252,307
-213,409
14
$9.41M 2.06%
1,048,622
15
$9.29M 2.03%
167,850
+83,365
16
$9.25M 2.03%
81,498
17
$7.35M 1.61%
65,837
-17,313
18
$6.69M 1.47%
49,356
19
$6.12M 1.34%
38,278
20
$6.03M 1.32%
222,081
21
$5.98M 1.31%
56,780
22
$5.97M 1.31%
111,640
-70,860
23
$5.64M 1.24%
108,999
24
$5.56M 1.22%
61,100
25
$5.4M 1.18%
76,343
1
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