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
1
$42.8M 8.49%
104,342
+5,327
2
$31.6M 6.26%
66,225
+1,641
3
$25.7M 5.09%
225,452
4
$18.7M 3.71%
497,626
-199,787
5
$18.2M 3.61%
41,664
-3,786
6
$16.5M 3.28%
248,628
7
$16.2M 3.21%
84,253
8
$14.4M 2.85%
105,342
9
$12.6M 2.5%
+196,348
10
$12M 2.38%
68,447
-12,595
11
$10.4M 2.06%
192,789
12
$9.61M 1.91%
25,569
-4,797
13
$9.02M 1.79%
83,208
14
$9.02M 1.79%
209,374
+50,930
15
$8.9M 1.77%
58,632
-6,735
16
$8.45M 1.68%
116,346
-28,593
17
$8.37M 1.66%
171,584
18
$8.2M 1.63%
31,505
19
$7.65M 1.52%
283,109
20
$7.57M 1.5%
185,995
21
$7.24M 1.44%
40,539
-24,200
22
$7.22M 1.43%
36,005
+34,048
23
$7.14M 1.42%
20,185
-7,009
24
$6.9M 1.37%
139,380
+43,600
25
$6.31M 1.25%
77,860
-33,780
1
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