YLHM

Yelin Lapidot Holdings Management Portfolio holdings

AUM $548M
1-Year Est. Return 17.87%
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$87.2M
2
+$2.7M
3
+$420K
4
INMD icon
InMode
INMD
+$265K
5
SEDG icon
SolarEdge
SEDG
+$14.2K

Top Sells

1
+$7.32M
2
+$4.55M
3
+$2.68M
4
META icon
Meta Platforms (Facebook)
META
+$2.56M
5
AMZN icon
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 Change
in Stake 		Capital Flow
26
$5.39M 0.95%
31,774
-120
27
$5.07M 0.89%
22,430
28
$4.99M 0.88%
69,320
29
$4.47M 0.79%
287,834
30
$4.46M 0.79%
35,604
-2
31
$4.27M 0.75%
24,856
32
$4.16M 0.73%
8,673
-1,300
33
$3.63M 0.64%
15,461
34
$3.57M 0.63%
21,618
-61
35
$3.39M 0.6%
38,704
36
$3.34M 0.59%
221,041
37
$3.34M 0.59%
43,611
38
$3.21M 0.57%
198,844
39
$3.17M 0.56%
633,433
40
$2.65M 0.47%
15,025
41
$2.55M 0.45%
66,128
42
$2.45M 0.43%
79,234
+61
43
$2.35M 0.41%
114,530
44
$2.13M 0.38%
13,390
45
$2.03M 0.36%
5,000
46
$1.87M 0.33%
15,164
-7,276
47
$1.75M 0.31%
25,071
-36
48
$1.57M 0.28%
366,057
49
$1.56M 0.28%
4,175
50
$1.56M 0.28%
14,827
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