YLHM

Yelin Lapidot Holdings Management Portfolio holdings

AUM $480M
1-Year Est. Return 42.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$480M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$4.47M
3
+$1.27M
4
AVGO icon
Broadcom
AVGO
+$898K
5
CGNT icon
Cognyte Software
CGNT
+$613K

Top Sells

1
+$5.51M
2
+$4.9M
3
+$2.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.48M
5
SILC icon
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
RDCM icon
26
Radcom
RDCM
$250M
$4.92M 1.02%
404,595
-12,195
GSK icon
27
GSK
GSK
$101B
$4.88M 1.02%
88,500
ANET icon
28
Arista Networks
ANET
$201B
$4.76M 0.99%
38,737
-58
ELLO icon
29
Ellomay Capital Ltd
ELLO
$331M
$4.71M 0.98%
193,565
XLK icon
30
State Street Technology Select Sector SPDR ETF
XLK
$124B
$4.05M 0.84%
30,460
SN icon
31
SharkNinja
SN
$17.2B
$3.46M 0.72%
32,650
-1,000
XAR icon
32
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.49B
$3.17M 0.66%
12,500
NVDA icon
33
NVIDIA
NVDA
$5.11T
$3.15M 0.66%
18,066
+2,886
NICE icon
34
Nice
NICE
$5.42B
$2.91M 0.61%
26,396
-22,400
ICL icon
35
ICL Group
ICL
$8.57B
$2.78M 0.58%
537,457
MRVL icon
36
Marvell Technology
MRVL
$179B
$2.46M 0.51%
24,824
QQQ icon
37
Invesco QQQ Trust
QQQ
$492B
$2.45M 0.51%
4,238
TBLA icon
38
Taboola.com
TBLA
$1.33B
$2.38M 0.5%
768,731
SNDX icon
39
Syndax Pharmaceuticals
SNDX
$1.74B
$2.25M 0.47%
96,297
-12,080
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.02T
$2.13M 0.44%
4,450
ZM icon
41
Zoom
ZM
$29.8B
$2.08M 0.43%
25,900
ELTK icon
42
Eltek
ELTK
$62.8M
$2.02M 0.42%
252,682
VTWO icon
43
Vanguard Russell 2000 ETF
VTWO
$16.7B
$1.89M 0.39%
18,850
PRGO icon
44
Perrigo
PRGO
$1.53B
$1.83M 0.38%
170,000
-96,539
CHKP icon
45
Check Point Software Technologies
CHKP
$14B
$1.82M 0.38%
12,713
+10
VUG icon
46
Vanguard Growth ETF
VUG
$231B
$1.68M 0.35%
23,010
SCHG icon
47
Schwab US Large-Cap Growth ETF
SCHG
$60.8B
$1.66M 0.35%
57,120
SILC icon
48
Silicom
SILC
$230M
$1.56M 0.32%
73,765
-131,894
KRNT icon
49
Kornit Digital
KRNT
$747M
$1.51M 0.31%
103,028
-117,003
ALLT icon
50
Allot
ALLT
$399M
$1.5M 0.31%
225,943
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