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
$574M
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$2.47M
3
+$1.79M
4
TBLA icon
Taboola.com
TBLA
+$1.72M
5
ELTK icon
Eltek
ELTK
+$1.56M

Top Sells

1
+$17.8M
2
+$6.01M
3
+$5.6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.31M
5
META icon
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 Change
in Stake 		Capital Flow
26
$5.62M 0.98%
249,451
-58,722
27
$5.54M 0.97%
30,457
-1,297
28
$5.22M 0.91%
22,430
29
$5.16M 0.9%
308,852
+1,950
30
$4.28M 0.74%
38,704
31
$4.1M 0.71%
24,156
-700
32
$3.85M 0.67%
236,167
-10,874
33
$3.58M 0.62%
7,008
34
$3.44M 0.6%
13,325
-1,700
35
$3.43M 0.6%
198,844
36
$3.43M 0.6%
43,611
37
$3.04M 0.53%
15,441
-3
38
$2.87M 0.5%
35,578
-3
39
$2.87M 0.5%
13,390
40
$2.74M 0.48%
24,828
-32
41
$2.69M 0.47%
633,433
42
$2.38M 0.41%
12,722
-1,885
43
$2.31M 0.4%
209,024
+140,868
44
$2.27M 0.39%
5,000
45
$2.19M 0.38%
14,827
46
$2.01M 0.35%
15,002
-23
47
$1.81M 0.31%
366,057
48
$1.79M 0.31%
110,265
49
$1.72M 0.3%
+472,313
50
$1.68M 0.29%
18,850
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