KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Portfolio holdings

AUM $509M
1-Year Est. Return 18.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$6.62M
3
+$3.13M
4
COST icon
Costco
COST
+$2.72M
5
CRM icon
Salesforce
CRM
+$2.68M

Top Sells

1
+$4.15M
2
+$3.52M
3
+$2.66M
4
WIX icon
WIX.com
WIX
+$2.55M
5
VRT icon
Vertiv
VRT
+$2.53M

Sector Composition

1 Technology 12.45%
2 Financials 7.38%
3 Consumer Discretionary 3.47%
4 Communication Services 3.45%
5 Materials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.5M 10.87%
89,611
+6,293
2
$44.9M 9.86%
72,470
+11,589
3
$28.2M 6.18%
537,641
4
$22M 4.83%
149,120
5
$17.8M 3.92%
164,249
+75,383
6
$16.3M 3.57%
342,373
+6,211
7
$13.4M 2.95%
61,196
+13,011
8
$12.7M 2.79%
80,517
+1,819
9
$11.8M 2.6%
16,011
+493
10
$11.2M 2.46%
209,374
11
$11.1M 2.43%
31,182
-323
12
$10.9M 2.4%
80,993
13
$10.8M 2.38%
1,582,283
14
$10.4M 2.29%
189,144
+3,149
15
$10.3M 2.26%
36,861
+8,180
16
$10M 2.2%
229,190
17
$8.69M 1.91%
68,492
18
$8.67M 1.9%
61,165
19
$7.16M 1.57%
7,226
+2,738
20
$6.92M 1.52%
63,624
21
$6.92M 1.52%
47,687
22
$6.81M 1.5%
51,187
23
$6.61M 1.45%
24,187
+10,037
24
$6.37M 1.4%
23,127
+12,765
25
$6.06M 1.33%
10,780
-184
1
2 3