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
1
$35.8M 7.62%
99,015
-7,844
2
$28M 5.96%
64,584
3
$23.5M 5.01%
697,413
4
$23.2M 4.93%
225,452
5
$18.1M 3.86%
45,450
6
$15.9M 3.39%
248,628
-31,532
7
$13.9M 2.96%
84,253
-55,405
8
$13.8M 2.93%
105,342
9
$11.8M 2.52%
81,042
+14,246
10
$10.4M 2.23%
64,739
+36,745
11
$9.63M 2.05%
144,939
+31,190
12
$9.6M 2.04%
30,366
+8,549
13
$9.55M 2.03%
192,789
+111,035
14
$8.33M 1.77%
27,194
+5,390
15
$8.3M 1.77%
65,367
+7,800
16
$8.05M 1.72%
185,995
17
$7.71M 1.64%
83,208
18
$7.7M 1.64%
283,109
-75,635
19
$7.65M 1.63%
171,584
+45,042
20
$7.65M 1.63%
111,640
21
$7.35M 1.57%
31,505
22
$6.15M 1.31%
158,444
+799
23
$5.93M 1.26%
+193,318
24
$5.49M 1.17%
41,177
25
$5.26M 1.12%
170,896
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