KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Portfolio holdings

AUM $1.53B
1-Year Est. Return 18.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
-$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$22.2M
3
+$17.5M
4
AAPL icon
Apple
AAPL
+$12.8M
5
NEE icon
NextEra Energy
NEE
+$12.7M

Top Sells

1
+$72M
2
+$33.3M
3
+$31.7M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$29.8M
5
MSFT icon
Microsoft
MSFT
+$27.4M

Sector Composition

1 Technology 10.56%
2 Financials 5.86%
3 Consumer Discretionary 5.02%
4 Communication Services 3.23%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.48M 0.39%
163,403
52
$4.2M 0.36%
186,750
53
$3.74M 0.33%
206,392
54
$3.53M 0.31%
33,479
55
$3.29M 0.29%
+98,463
56
$3.13M 0.27%
4,266
-8,662
57
$2.4M 0.21%
141,550
58
– –
-475,895
59
– –
-23,938
60
– –
-22,465
61
– –
-132,199
62
– –
-143,958
63
– –
-378,172
64
– –
-229,976
65
– –
-552,661
66
– –
-117,926
67
– –
-103,276
68
– –
-873,364
69
– –
-16,539
70
– –
-65,857
71
– –
-72,815
72
– –
-122,840
73
– –
-74,286
74
– –
-74,738
75
– –
-189,899
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3
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