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
$486M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.3M
3
+$6.7M
4
GLBE icon
Global E Online
GLBE
+$6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.98M

Top Sells

1
+$6.06M
2
+$3.43M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.55M
5
RDCM icon
Radcom
RDCM
+$1.31M

Sector Composition

1 Technology 15.56%
2 Communication Services 13.41%
3 Healthcare 10.66%
4 Consumer Discretionary 9.54%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.02M 1.03%
69,320
27
$4.67M 0.96%
22,430
28
$4.53M 0.93%
31,894
-18
29
$4.43M 0.91%
9,973
30
$4.1M 0.84%
287,834
+162,341
31
$3.56M 0.73%
21,679
-15
32
$3.5M 0.72%
79,173
+101
33
$3.36M 0.69%
198,844
34
$3.33M 0.69%
43,611
35
$3.28M 0.68%
221,041
36
$3.16M 0.65%
15,025
37
$3.12M 0.64%
138,684
38
$2.98M 0.61%
35,606
-14,704
39
$2.83M 0.58%
66,128
40
$2.81M 0.58%
38,704
41
$2.74M 0.56%
15,461
-4
42
$2.73M 0.56%
114,530
43
$2.59M 0.53%
633,433
44
$2.1M 0.43%
5,000
45
$2.04M 0.42%
49,503
46
$2.03M 0.42%
22,440
-17,100
47
$1.97M 0.41%
+366,057
48
$1.84M 0.38%
13,390
49
$1.78M 0.37%
25,107
-46
50
$1.73M 0.36%
110,265
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