YLHM
Yelin Lapidot Holdings Management Portfolio holdings
AUM
$548M
This Quarter Return
+3.36%
1 Year Return
+17.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$574M
AUM Growth
+$574M
(-5.4%)
Cap. Flow
-$31.5M
Cap. Flow
% of AUM
-5.48%
Top 10 Holdings %
Top 10 Hldgs %
56.16%
Holding
100
New
9
Increased
16
Reduced
34
Closed
1
Top Buys
| 1 |
GSK
GSK
|
$8.57M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$5.72M |
| 3 |
Arista Networks
ANET
|
$3.21M |
| 4 |
Palo Alto Networks
PANW
|
$2.65M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.47M |
Top Sells
| 1 |
US Global Jets ETF
JETS
|
$17.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$6.01M |
| 3 |
Amazon
AMZN
|
$5.6M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$5.31M |
| 5 |
Meta Platforms (Facebook)
META
|
$5.01M |
Sector Composition
| 1 | Technology | 12.1% |
| 2 | Healthcare | 11.54% |
| 3 | Communication Services | 9.29% |
| 4 | Consumer Discretionary | 8.76% |
| 5 | Industrials | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Radware
RDWR
$1.08B
| $5.62M | 0.98% | 249,451 -58,722 | -19% | -$1.32M |
|
|
27
Palo Alto Networks
PANW
$127B
| $5.54M | 0.97% | 30,457 +14,580 | +92% | +$2.65M |
|
28
Technology Select Sector SPDR Fund
XLK
$83.9B
| $5.22M | 0.91% | 22,430 | – | – |
|
29
InMode
INMD
$944M
| $5.16M | 0.9% | 308,852 +1,950 | +0.6% | +$32.6K |
|
|
30
Arista Networks
ANET
$172B
| $4.28M | 0.74% | 38,704 +29,028 | +300% | +$3.21M |
|
31
Nice
NICE
$8.73B
| $4.1M | 0.71% | 24,156 -700 | -3% | -$119K |
|
32
Silicom
SILC
$93.3M
| $3.85M | 0.67% | 236,167 -10,874 | -4% | -$177K |
|
33
Invesco QQQ Trust
QQQ
$364B
| $3.58M | 0.62% | 7,008 | – | – |
|
34
Elbit Systems
ESLT
$22.3B
| $3.44M | 0.6% | 13,325 -1,700 | -11% | -$439K |
|
35
Enlight Renewable Energy
ENLT
$3.36B
| $3.43M | 0.6% | 198,844 | – | – |
|
36
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $3.43M | 0.6% | 43,611 | – | – |
|
37
Nova
NVMI
$7.74B
| $3.04M | 0.53% | 15,441 -3 | -0% | -$591 |
|
38
Camtek
CAMT
$3.78B
| $2.87M | 0.5% | 35,578 -3 | -0% | -$242 |
|
39
WIX.com
WIX
$7.85B
| $2.87M | 0.5% | 13,390 | – | – |
|
40
Marvell Technology
MRVL
$54.2B
| $2.74M | 0.48% | 24,828 -32 | -0.1% | -$3.53K |
|
41
Caesarstone
CSTE
$49.1M
| $2.69M | 0.47% | 633,433 | – | – |
|
42
Check Point Software Technologies
CHKP
$20.7B
| $2.38M | 0.41% | 12,722 -1,885 | -13% | -$352K |
|
43
Eltek
ELTK
$69.1M
| $2.31M | 0.4% | 209,024 +140,868 | +207% | +$1.56M |
|
44
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.27M | 0.39% | 5,000 | – | – |
|
45
KKR & Co
KKR
$124B
| $2.19M | 0.38% | 14,827 | – | – |
|
46
NVIDIA
NVDA
$4.24T
| $2.01M | 0.35% | 15,002 -23 | -0.2% | -$3.09K |
|
47
ICL Group
ICL
$8.31B
| $1.81M | 0.31% | 366,057 | – | – |
|
48
Ellomay Capital Ltd
ELLO
$239M
| $1.79M | 0.31% | 110,265 | – | – |
|
49
Taboola.com
TBLA
$991M
| $1.72M | 0.3% | +472,313 | New | +$1.72M |
|
50
Vanguard Russell 2000 ETF
VTWO
$12.6B
| $1.68M | 0.29% | 18,850 | – | – |
|