YLHM

Yelin Lapidot Holdings Management Portfolio holdings

AUM $476M
1-Year Est. Return 18.86%
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$476M
AUM Growth
-$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$6.51M
3
+$2.29M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$761K
5
MSFT icon
Microsoft
MSFT
+$711K

Top Sells

1
+$100M
2
+$11.9M
3
+$4.33M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.79M
5
INTC icon
Intel
INTC
+$2.01M

Sector Composition

1 Technology 17.53%
2 Consumer Discretionary 13.73%
3 Communication Services 11.24%
4 Healthcare 11.07%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVMI icon
26
Nova
NVMI
$9.28B
$4.94M 1.04%
15,441
VTRS icon
27
Viatris
VTRS
$12.3B
$4.83M 1.01%
487,397
INMD icon
28
InMode
INMD
$901M
$4.45M 0.94%
298,883
XLK icon
29
Technology Select Sector SPDR Fund
XLK
$93.6B
$4.29M 0.9%
15,230
GSK icon
30
GSK
GSK
$96.6B
$3.82M 0.8%
88,500
-275,553
CAMT icon
31
Camtek
CAMT
$4.82B
$3.74M 0.78%
35,577
SILC icon
32
Silicom
SILC
$85.1M
$3.64M 0.77%
205,659
-1,000
ICL icon
33
ICL Group
ICL
$7.21B
$3.34M 0.7%
537,457
KRNT icon
34
Kornit Digital
KRNT
$613M
$3.11M 0.65%
230,331
RDWR icon
35
Radware
RDWR
$996M
$3.05M 0.64%
115,210
-34,731
SN icon
36
SharkNinja
SN
$13.8B
$3.01M 0.63%
29,150
+2,750
XAR icon
37
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.44B
$2.94M 0.62%
12,500
QQQ icon
38
Invesco QQQ Trust
QQQ
$405B
$2.84M 0.6%
4,738
NVDA icon
39
NVIDIA
NVDA
$4.3T
$2.83M 0.59%
15,162
+123
ELTK icon
40
Eltek
ELTK
$57.6M
$2.77M 0.58%
252,682
CHKP icon
41
Check Point Software Technologies
CHKP
$20.1B
$2.63M 0.55%
12,729
+4
TBLA icon
42
Taboola.com
TBLA
$1.18B
$2.62M 0.55%
768,731
ALLT icon
43
Allot
ALLT
$464M
$2.39M 0.5%
225,943
WIX icon
44
WIX.com
WIX
$5.25B
$2.35M 0.49%
13,251
-789
BRK.B icon
45
Berkshire Hathaway Class B
BRK.B
$1.11T
$2.24M 0.47%
4,450
ZM icon
46
Zoom
ZM
$25.2B
$2.14M 0.45%
25,900
MRVL icon
47
Marvell Technology
MRVL
$77.1B
$2.09M 0.44%
24,824
ELLO icon
48
Ellomay Capital Ltd
ELLO
$1.99M 0.42%
110,265
KKR icon
49
KKR & Co
KKR
$109B
$1.93M 0.4%
14,827
VTWO icon
50
Vanguard Russell 2000 ETF
VTWO
$13.5B
$1.84M 0.39%
18,850
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