YLHM
Yelin Lapidot Holdings Management Portfolio holdings
AUM
$548M
This Quarter Return
-3.8%
1 Year Return
+17.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$407M
AUM Growth
–
Cap. Flow
+$407M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.86%
Holding
80
New
80
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$37.6M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$28.2M |
| 3 |
Microsoft
MSFT
|
$26.6M |
| 4 |
Meta Platforms (Facebook)
META
|
$26.2M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Nice
NICE
$8.48B
| $4.07M | 1% |
+24,256
| New | +$4.07M |
|
27
Palo Alto Networks
PANW
$128B
| $3.96M | 0.97% |
+16,839
| New | +$3.96M |
|
28
Technology Select Sector SPDR Fund
XLK
$83.6B
| $3.66M | 0.9% |
+22,430
| New | +$3.66M |
|
29
Camtek
CAMT
$3.51B
| $3.65M | 0.9% |
+57,301
| New | +$3.65M |
|
30
Elbit Systems
ESLT
$22.2B
| $3.26M | 0.8% |
+16,490
| New | +$3.26M |
|
31
Check Point Software Technologies
CHKP
$20.6B
| $3.16M | 0.78% |
+23,567
| New | +$3.16M |
|
32
Enlight Renewable Energy
ENLT
$3.35B
| $3.09M | 0.76% |
+198,844
| New | +$3.09M |
|
33
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $3.01M | 0.74% |
+43,611
| New | +$3.01M |
|
34
Ormat Technologies
ORA
$5.51B
| $2.85M | 0.7% |
+41,020
| New | +$2.85M |
|
35
SolarEdge
SEDG
$1.97B
| $2.8M | 0.69% |
+21,383
| New | +$2.8M |
|
36
Intel
INTC
$105B
| $2.78M | 0.68% |
+79,089
| New | +$2.78M |
|
37
Caesarstone
CSTE
$47.3M
| $2.7M | 0.66% |
+633,433
| New | +$2.7M |
|
38
Vanguard Growth ETF
VUG
$185B
| $2.43M | 0.6% |
+8,930
| New | +$2.43M |
|
39
GSK
GSK
$79.3B
| $2.43M | 0.6% |
+66,128
| New | +$2.43M |
|
40
iShares Core S&P 500 ETF
IVV
$660B
| $2.14M | 0.53% |
+4,965
| New | +$2.14M |
|
41
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.9M | 0.47% |
+5,315
| New | +$1.9M |
|
42
Global E Online
GLBE
$5.69B
| $1.84M | 0.45% |
+47,474
| New | +$1.84M |
|
43
Syndax Pharmaceuticals
SNDX
$1.39B
| $1.79M | 0.44% |
+114,530
| New | +$1.79M |
|
44
Arista Networks
ANET
$173B
| $1.78M | 0.44% |
+9,676
| New | +$1.78M |
|
45
Ellomay Capital Ltd
ELLO
$229M
| $1.74M | 0.43% |
+110,265
| New | +$1.74M |
|
46
Nova
NVMI
$7.08B
| $1.71M | 0.42% |
+15,459
| New | +$1.71M |
|
47
NVIDIA
NVDA
$4.15T
| $1.7M | 0.42% |
+3,947
| New | +$1.7M |
|
48
Schwab US Large-Cap Growth ETF
SCHG
$48B
| $1.56M | 0.38% |
+21,500
| New | +$1.56M |
|
49
Vanguard Russell 2000 ETF
VTWO
$12.5B
| $1.35M | 0.33% |
+18,850
| New | +$1.35M |
|
50
Marvell Technology
MRVL
$53.7B
| $1.35M | 0.33% |
+25,067
| New | +$1.35M |
|