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
$414M
AUM Growth
+$7.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$1.52M
3
+$793K
4
MDWD icon
MediWound
MDWD
+$400K
5
PYPL icon
PayPal
PYPL
+$200K

Top Sells

1
+$11.4M
2
+$6.16M
3
+$5.22M
4
MSFT icon
Microsoft
MSFT
+$5.01M
5
AMZN icon
Amazon
AMZN
+$4.07M

Sector Composition

1 Technology 18.08%
2 Communication Services 14.76%
3 Healthcare 10.97%
4 Consumer Discretionary 9.15%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.08M 0.99%
9,973
-3,860
27
$4M 0.97%
221,041
28
$3.97M 0.96%
79,072
-17
29
$3.81M 0.92%
198,844
30
$3.49M 0.84%
50,310
-6,991
31
$3.31M 0.8%
21,694
-1,873
32
$3.2M 0.77%
15,025
-1,465
33
$3.14M 0.76%
43,611
34
$3.11M 0.75%
41,020
35
$2.47M 0.6%
114,530
36
$2.47M 0.6%
66,128
37
$2.39M 0.58%
7,675
-1,255
38
$2.37M 0.57%
4,965
39
$2.37M 0.57%
633,433
40
$2.28M 0.55%
38,704
41
$2.12M 0.51%
15,465
+6
42
$2.04M 0.49%
49,503
43
$2.01M 0.49%
21,513
+130
44
$1.96M 0.47%
39,540
+70
45
$1.78M 0.43%
86,000
46
$1.78M 0.43%
5,000
-315
47
$1.65M 0.4%
110,265
48
$1.65M 0.4%
13,390
49
$1.53M 0.37%
18,850
50
$1.52M 0.37%
25,153
+86
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