YLHM
Yelin Lapidot Holdings Management Portfolio holdings
AUM
$548M
This Quarter Return
+6.63%
1 Year Return
+17.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$567M
AUM Growth
+$567M
(+17%)
Cap. Flow
+$70.4M
Cap. Flow
% of AUM
12.4%
Top 10 Holdings %
Top 10 Hldgs %
58.04%
Holding
83
New
1
Increased
6
Reduced
14
Closed
1
Top Buys
| 1 |
Invesco NASDAQ 100 ETF
QQQM
|
$87.2M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.7M |
| 3 |
NVIDIA
NVDA
|
$1.6M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$420K |
| 5 |
InMode
INMD
|
$265K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.32M |
| 2 |
ZIM Integrated Shipping Services
ZIM
|
$4.55M |
| 3 |
Microsoft
MSFT
|
$2.68M |
| 4 |
Meta Platforms (Facebook)
META
|
$2.56M |
| 5 |
Amazon
AMZN
|
$1.69M |
Sector Composition
| 1 | Technology | 13.15% |
| 2 | Communication Services | 10.89% |
| 3 | Healthcare | 8.53% |
| 4 | Consumer Discretionary | 8.16% |
| 5 | Industrials | 5.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Palo Alto Networks
PANW
$127B
| $5.39M | 0.95% | 15,887 -60 | -0.4% | -$20.3K |
|
27
Technology Select Sector SPDR Fund
XLK
$83.9B
| $5.07M | 0.89% | 22,430 | – | – |
|
28
Alibaba
BABA
$322B
| $4.99M | 0.88% | 69,320 | – | – |
|
29
MediWound
MDWD
$182M
| $4.47M | 0.79% | 287,834 | – | – |
|
30
Camtek
CAMT
$3.78B
| $4.46M | 0.79% | 35,604 -2 | -0% | -$250 |
|
31
Nice
NICE
$8.73B
| $4.27M | 0.75% | 24,856 | – | – |
|
32
Invesco QQQ Trust
QQQ
$364B
| $4.16M | 0.73% | 8,673 -1,300 | -13% | -$623K |
|
33
Nova
NVMI
$7.74B
| $3.63M | 0.64% | 15,461 | – | – |
|
34
Check Point Software Technologies
CHKP
$20.7B
| $3.57M | 0.63% | 21,618 -61 | -0.3% | -$10.1K |
|
35
Arista Networks
ANET
$172B
| $3.39M | 0.6% | 9,676 | – | – |
|
36
Silicom
SILC
$93.2M
| $3.34M | 0.59% | 221,041 | – | – |
|
37
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $3.34M | 0.59% | 43,611 | – | – |
|
38
Enlight Renewable Energy
ENLT
$3.36B
| $3.21M | 0.57% | 198,844 | – | – |
|
39
Caesarstone
CSTE
$49.1M
| $3.17M | 0.56% | 633,433 | – | – |
|
40
Elbit Systems
ESLT
$22.3B
| $2.65M | 0.47% | 15,025 | – | – |
|
41
GSK
GSK
$79.9B
| $2.55M | 0.45% | 66,128 | – | – |
|
42
Intel
INTC
$107B
| $2.45M | 0.43% | 79,234 +61 | +0.1% | +$1.89K |
|
43
Syndax Pharmaceuticals
SNDX
$1.41B
| $2.35M | 0.41% | 114,530 | – | – |
|
44
WIX.com
WIX
$7.85B
| $2.13M | 0.38% | 13,390 | – | – |
|
45
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.03M | 0.36% | 5,000 | – | – |
|
|
46
NVIDIA
NVDA
$4.24T
| $1.87M | 0.33% | 15,164 +12,920 | +576% | +$1.6M |
|
47
Marvell Technology
MRVL
$54.2B
| $1.75M | 0.31% | 25,071 -36 | -0.1% | -$2.52K |
|
48
ICL Group
ICL
$8.31B
| $1.57M | 0.28% | 366,057 | – | – |
|
49
Vanguard Growth ETF
VUG
$185B
| $1.56M | 0.28% | 4,175 | – | – |
|
50
KKR & Co
KKR
$124B
| $1.56M | 0.28% | 14,827 | – | – |
|