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
$407M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$28.2M
3
+$26.6M
4
META icon
Meta Platforms (Facebook)
META
+$26.2M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$23.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.66%
2 Communication Services 15.62%
3 Healthcare 12.4%
4 Consumer Discretionary 7.92%
5 Industrials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.07M 1%
+24,256
27
$3.96M 0.97%
+33,678
28
$3.66M 0.9%
+22,430
29
$3.65M 0.9%
+57,301
30
$3.26M 0.8%
+16,490
31
$3.16M 0.78%
+23,567
32
$3.09M 0.76%
+198,844
33
$3.01M 0.74%
+43,611
34
$2.85M 0.7%
+41,020
35
$2.8M 0.69%
+21,383
36
$2.78M 0.68%
+79,089
37
$2.7M 0.66%
+633,433
38
$2.43M 0.6%
+8,930
39
$2.43M 0.6%
+66,128
40
$2.14M 0.53%
+4,965
41
$1.9M 0.47%
+5,315
42
$1.84M 0.45%
+47,474
43
$1.79M 0.44%
+114,530
44
$1.78M 0.44%
+38,704
45
$1.74M 0.43%
+110,265
46
$1.71M 0.42%
+15,459
47
$1.7M 0.42%
+39,470
48
$1.56M 0.38%
+86,000
49
$1.35M 0.33%
+18,850
50
$1.35M 0.33%
+25,067
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