YLHM
Yelin Lapidot Holdings Management Portfolio holdings
AUM
$548M
1-Year Return
17.87%
This Quarter Return
+10.98%
1 Year Return
+17.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$486M
AUM Growth
+$71.9M
(+17%)
Cap. Flow
+$27.7M
Cap. Flow
% of AUM
5.7%
Top 10 Holdings %
Top 10 Hldgs %
52.93%
Holding
82
New
3
Increased
11
Reduced
17
Closed
–
Top Buys
| 1 |
ZIM Integrated Shipping Services
ZIM
|
$10.6M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$8.3M |
| 3 |
Ormat Technologies
ORA
|
$6.7M |
| 4 |
Global E Online
GLBE
|
$6M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$4.98M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$6.06M |
| 2 |
Microsoft
MSFT
|
$3.43M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$2.23M |
| 4 |
NVIDIA
NVDA
|
$1.55M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alibaba
BABA
$322B
| $5.02M | 1.03% |
69,320
| – | – |
|
27
Technology Select Sector SPDR Fund
XLK
$83.7B
| $4.67M | 0.96% |
22,430
| – | – |
|
28
Palo Alto Networks
PANW
$129B
| $4.53M | 0.93% |
31,894
-18
| -0.1% | -$2.56K |
|
29
Invesco QQQ Trust
QQQ
$367B
| $4.43M | 0.91% |
9,973
| – | – |
|
30
MediWound
MDWD
$179M
| $4.1M | 0.84% |
287,834
+162,341
| +129% | +$2.31M |
|
31
Check Point Software Technologies
CHKP
$20.7B
| $3.56M | 0.73% |
21,679
-15
| -0.1% | -$2.46K |
|
32
Intel
INTC
$106B
| $3.5M | 0.72% |
79,173
+101
| +0.1% | +$4.46K |
|
33
Enlight Renewable Energy
ENLT
$3.48B
| $3.36M | 0.69% |
198,844
| – | – |
|
34
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $3.33M | 0.69% |
43,611
| – | – |
|
35
Silicom
SILC
$95.8M
| $3.28M | 0.68% |
221,041
| – | – |
|
36
Elbit Systems
ESLT
$22.2B
| $3.16M | 0.65% |
15,025
| – | – |
|
37
Perion Network
PERI
$409M
| $3.12M | 0.64% |
138,684
| – | – |
|
38
Camtek
CAMT
$3.56B
| $2.98M | 0.61% |
35,606
-14,704
| -29% | -$1.23M |
|
39
GSK
GSK
$81.4B
| $2.83M | 0.58% |
66,128
| – | – |
|
40
Arista Networks
ANET
$180B
| $2.81M | 0.58% |
38,704
| – | – |
|
41
Nova
NVMI
$7.45B
| $2.74M | 0.56% |
15,461
-4
| -0% | -$710 |
|
42
Syndax Pharmaceuticals
SNDX
$1.47B
| $2.73M | 0.56% |
114,530
| – | – |
|
43
Caesarstone
CSTE
$49.1M
| $2.59M | 0.53% |
633,433
| – | – |
|
44
Berkshire Hathaway Class B
BRK.B
$1.08T
| $2.1M | 0.43% |
5,000
| – | – |
|
45
Arvinas
ARVN
$590M
| $2.04M | 0.42% |
49,503
| – | – |
|
|
46
NVIDIA
NVDA
$4.04T
| $2.03M | 0.42% |
22,440
-17,100
| -43% | -$1.55M |
|
47
ICL Group
ICL
$7.83B
| $1.97M | 0.41% |
+366,057
| New | +$1.97M |
|
48
WIX.com
WIX
$8.48B
| $1.84M | 0.38% |
13,390
| – | – |
|
49
Marvell Technology
MRVL
$54B
| $1.78M | 0.37% |
25,107
-46
| -0.2% | -$3.26K |
|
50
Ellomay Capital Ltd
ELLO
$235M
| $1.73M | 0.36% |
110,265
| – | – |
|