YLHM

Yelin Lapidot Holdings Management Portfolio holdings

AUM $499M
1-Year Est. Return 30.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$499M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$1.77M
3
+$1.73M
4
GLBE icon
Global E Online
GLBE
+$794K
5
SLGL icon
Sol-Gel Technologies
SLGL
+$685K

Top Sells

1
+$18.4M
2
+$6.42M
3
+$1.47M
4
RDWR icon
Radware
RDWR
+$1.05M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.03M

Sector Composition

1 Industrials 15.9%
2 Technology 14%
3 Consumer Discretionary 13.61%
4 Healthcare 11.37%
5 Communication Services 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZIM icon
1
ZIM Integrated Shipping Services
ZIM
$3.18B
$69M 13.82%
3,248,834
+825,848
XLF icon
2
State Street Financial Select Sector SPDR ETF
XLF
$51B
$41.9M 8.4%
765,764
GLBE icon
3
Global E Online
GLBE
$5.08B
$33.8M 6.76%
858,583
+21,400
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.03T
$23.7M 4.75%
75,744
+6,205
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$704B
$22.8M 4.57%
33,431
-27,164
MSFT icon
6
Microsoft
MSFT
$2.92T
$21.7M 4.34%
44,817
+1,130
META icon
7
Meta Platforms (Facebook)
META
$1.68T
$20.9M 4.18%
31,632
-2,205
AMZN icon
8
Amazon
AMZN
$2.68T
$18.4M 3.68%
79,575
-2,700
MDWD icon
9
MediWound
MDWD
$229M
$14.1M 2.82%
763,069
-46,879
XBI icon
10
State Street SPDR S&P Biotech ETF
XBI
$8.75B
$12.7M 2.55%
104,532
TEVA icon
11
Teva Pharmaceuticals
TEVA
$37B
$12.3M 2.47%
395,504
RSP icon
12
Invesco S&P 500 Equal Weight ETF
RSP
$87.8B
$11.8M 2.36%
61,390
-5,400
ORA icon
13
Ormat Technologies
ORA
$7.05B
$11.7M 2.35%
106,175
BABA icon
14
Alibaba
BABA
$314B
$10.2M 2.04%
69,320
IVV icon
15
iShares Core S&P 500 ETF
IVV
$764B
$9.67M 1.94%
14,119
+546
ENLT icon
16
Enlight Renewable Energy
ENLT
$11.2B
$9.04M 1.81%
198,844
IFF icon
17
International Flavors & Fragrances
IFF
$18.5B
$8.64M 1.73%
128,234
PFE icon
18
Pfizer
PFE
$154B
$6.98M 1.4%
280,301
-17,530
SCHD icon
19
Schwab US Dividend Equity ETF
SCHD
$85.9B
$6.9M 1.38%
251,541
ESLT icon
20
Elbit Systems
ESLT
$43.1B
$5.94M 1.19%
10,281
NICE icon
21
Nice
NICE
$6.01B
$5.52M 1.11%
48,796
-5,900
VTRS icon
22
Viatris
VTRS
$16.2B
$5.51M 1.1%
442,462
-44,935
RDCM icon
23
Radcom
RDCM
$203M
$5.45M 1.09%
416,790
-75,585
ANET icon
24
Arista Networks
ANET
$194B
$5.08M 1.02%
38,795
+35
NVMI icon
25
Nova
NVMI
$16.4B
$5.07M 1.02%
15,441
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