KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Portfolio holdings

AUM $487M
1-Year Est. Return 19.73%
This Quarter Est. Return
1 Year Est. Return
+19.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$3.23M
3
+$3.14M
4
ORCL icon
Oracle
ORCL
+$3.07M
5
VRT icon
Vertiv
VRT
+$2.53M

Top Sells

1
+$4.63M
2
+$3.43M
3
+$2.86M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.73M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.33M

Sector Composition

1 Technology 14.32%
2 Financials 8.08%
3 Industrials 3.08%
4 Communication Services 3.07%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.1M 9.75%
83,318
+6,699
2
$34.1M 8.51%
60,881
-3,506
3
$26.8M 6.67%
537,641
4
$19.5M 4.87%
149,120
-17,762
5
$14.7M 3.66%
336,162
6
$11.8M 2.95%
80,993
7
$11M 2.75%
31,505
8
$10.2M 2.55%
209,374
9
$10.1M 2.52%
185,995
10
$9.16M 2.28%
48,185
+5,685
11
$8.94M 2.23%
15,518
+1,811
12
$8.89M 2.21%
1,582,283
13
$8.64M 2.15%
229,190
14
$8.57M 2.14%
88,866
15
$8.53M 2.13%
78,698
+21,065
16
$7.65M 1.91%
107,913
+17,960
17
$7.38M 1.84%
380,081
+31,908
18
$7.38M 1.84%
19,241
19
$7.12M 1.78%
61,165
20
$7.07M 1.76%
34,246
21
$6.58M 1.64%
103,822
22
$6.28M 1.56%
31,812
-10,595
23
$6.06M 1.51%
28,681
-12,931
24
$6.01M 1.5%
47,687
25
$6.01M 1.5%
10,964
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