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YLHM
Yelin Lapidot Holdings Management Portfolio holdings
AUM
$480M
1-Year Est. Return
42.17%
This Fund
S&P 500
This Quarter
Est. Return
+3.16%
1 Year Est. Return
+42.17%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$480M
AUM Growth
-$18.9M
(-3.8%)
Cap. Flow
-$16.8M
Cap. Flow
% of AUM
-3.49%
Top 10 Holdings %
Top 10 Hldgs %
55.86%
Holding
88
New
1
Increased
7
Reduced
27
Closed
5
Top Buys
| 1 |
Gilat Satellite Networks
GILT
|
+$7.72M |
| 2 |
Micron Technology
MU
|
+$4.47M |
| 3 |
InMode
INMD
|
+$1.27M |
| 4 |
Broadcom
AVGO
|
+$898K |
| 5 |
Cognyte Software
CGNT
|
+$613K |
Top Sells
| 1 |
Viatris
VTRS
|
+$5.51M |
| 2 |
Enlight Renewable Energy
ENLT
|
+$4.9M |
| 3 |
Nice
NICE
|
+$2.56M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.48M |
| 5 |
Silicom
SILC
|
+$2.44M |
Sector Composition
| 1 | Industrials | 20.31% |
| 2 | Technology | 15.02% |
| 3 | Consumer Discretionary | 11.8% |
| 4 | Communication Services | 10.16% |
| 5 | Healthcare | 9.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
ZIM Integrated Shipping Services
ZIM
$2.94B
| $86.1M | 17.94% |
3,268,773
+19,939
| +0.6% | +$497K |
|
2
State Street Financial Select Sector SPDR ETF
XLF
$54.7B
| $37.8M | 7.87% |
765,764
| – | – |
|
3
Global E Online
GLBE
$6.51B
| $26.1M | 5.44% |
846,829
-11,754
| -1% | -$413K |
|
4
Alphabet (Google) Class A
GOOGL
$4.39T
| $21.8M | 4.53% |
75,708
-36
| -0% | -$11.3K |
|
5
State Street SPDR S&P 500 ETF Trust
SPY
$783B
| $19.9M | 4.15% |
30,656
-2,775
| -8% | -$1.89M |
|
6
Meta Platforms (Facebook)
META
$1.68T
| $18.1M | 3.77% |
31,600
-32
| -0.1% | -$20.5K |
|
7
Amazon
AMZN
$2.66T
| $16.6M | 3.45% |
79,575
| – | – |
|
8
Microsoft
MSFT
$2.86T
| $16.1M | 3.36% |
43,563
-1,254
| -3% | -$525K |
|
9
State Street SPDR S&P Biotech ETF
XBI
$10.5B
| $13.4M | 2.78% |
104,532
| – | – |
|
10
MediWound
MDWD
$183M
| $12.3M | 2.56% |
762,817
-252
| -0% | -$4.38K |
|
11
Ormat Technologies
ORA
$6.6B
| $11.9M | 2.47% |
106,175
| – | – |
|
12
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
| $10.8M | 2.25% |
56,190
-5,200
| -8% | -$1.03M |
|
13
Teva Pharmaceuticals
TEVA
$37.1B
| $10.7M | 2.23% |
354,704
-40,800
| -10% | -$1.31M |
|
|
14
Gilat Satellite Networks
GILT
$901M
| $9.7M | 2.02% |
645,549
+464,000
| +256% | +$7.72M |
|
15
International Flavors & Fragrances
IFF
$19.1B
| $9.3M | 1.94% |
128,234
| – | – |
|
16
Elbit Systems
ESLT
$34.5B
| $8.73M | 1.82% |
10,281
| – | – |
|
17
Alibaba
BABA
$269B
| $8.7M | 1.81% |
69,320
| – | – |
|
|
18
Enlight Renewable Energy
ENLT
$12.6B
| $8.35M | 1.74% |
122,283
-76,561
| -39% | -$4.9M |
|
19
Schwab US Dividend Equity ETF
SCHD
$97.9B
| $7.72M | 1.61% |
251,541
| – | – |
|
|
20
iShares Core S&P 500 ETF
IVV
$891B
| $6.85M | 1.43% |
10,486
-3,633
| -26% | -$2.48M |
|
|
NVMI
21
Nova
NVMI
$15.1B
| $6.71M | 1.4% |
15,441
| – | – |
|
22
Pfizer
PFE
$138B
| $6.04M | 1.26% |
215,000
-65,301
| -23% | -$1.74M |
|
23
Camtek
CAMT
$6.99B
| $5.39M | 1.12% |
35,577
| – | – |
|
|
24
InMode
INMD
$858M
| $5.29M | 1.1% |
387,005
+89,122
| +30% | +$1.27M |
|
|
25
Micron Technology
MU
$1.11T
| $5.16M | 1.08% |
15,285
+11,400
| +293% | +$4.47M |
|
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