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
$398M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.6M
3
+$3.28M
4
CARR icon
Carrier Global
CARR
+$2.82M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.46M

Top Sells

1
+$5.13M
2
+$4.54M
3
+$3.59M
4
CLOU icon
Global X Cloud Computing ETF
CLOU
+$2.88M
5
JPM icon
JPMorgan Chase
JPM
+$2.6M

Sector Composition

1 Technology 12.78%
2 Consumer Discretionary 8.8%
3 Financials 5.49%
4 Communication Services 3.3%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.8M 12.27%
99,876
+131
2
$36.1M 9.09%
62,785
+227
3
$24.4M 6.13%
537,641
-51,208
4
$22.6M 5.68%
166,882
5
$16.2M 4.08%
105,342
6
$10.7M 2.7%
209,374
7
$10.6M 2.66%
52,834
+12,295
8
$9.96M 2.5%
19,241
+4,174
9
$9.47M 2.38%
187,750
10
$9.47M 2.38%
185,995
11
$9.43M 2.37%
229,190
12
$9.27M 2.33%
76,323
+19,603
13
$9.17M 2.31%
49,232
+1,011
14
$8.87M 2.23%
526,758
+122,656
15
$8.66M 2.18%
31,505
16
$8.03M 2.02%
88,866
-25,580
17
$7.85M 1.97%
13,707
-6,275
18
$7.73M 1.94%
34,246
19
$7.17M 1.8%
30,753
-9,933
20
$7.03M 1.77%
61,165
21
$7.01M 1.76%
26,805
-4,470
22
$6.4M 1.61%
60,352
23
$6.34M 1.59%
74,993
24
$5.88M 1.48%
73,111
+35,012
25
$5.47M 1.37%
41,863
1
2 3