YLHM

Yelin Lapidot Holdings Management Portfolio holdings

AUM $476M
1-Year Est. Return 18.86%
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
-$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$3.43M
3
+$2.08M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$2.01M
5
GLBE icon
Global E Online
GLBE
+$1.73M

Top Sells

1
+$5.54M
2
+$5.12M
3
+$4.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.97M
5
META icon
Meta Platforms (Facebook)
META
+$3.48M

Sector Composition

1 Healthcare 12.33%
2 Technology 12.04%
3 Consumer Discretionary 8.24%
4 Communication Services 7.56%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.99M 0.96%
230,589
-18,862
27
$4.97M 0.96%
260,586
-1,130
28
$4.93M 0.95%
12,841
-484
29
$4.25M 0.82%
487,397
-2,160
30
$3.56M 0.69%
43,611
31
$3.51M 0.68%
236,167
32
$3.21M 0.62%
198,844
33
$3.14M 0.61%
15,230
-7,200
34
$3.06M 0.59%
537,457
+171,400
35
$3M 0.58%
38,704
36
$2.9M 0.56%
12,705
-17
37
$2.85M 0.55%
15,442
+1
38
$2.37M 0.46%
4,450
-550
39
$2.27M 0.44%
272,282
+63,258
40
$2.22M 0.43%
4,738
-2,270
41
$2.19M 0.42%
13,390
42
$2.09M 0.4%
35,579
+1
43
$2.08M 0.4%
+24,900
44
$2.01M 0.39%
+12,500
45
$1.91M 0.37%
25,900
+12,600
46
$1.79M 0.35%
78,703
+39
47
$1.71M 0.33%
14,827
48
$1.68M 0.32%
110,265
49
$1.63M 0.31%
15,010
+8
50
$1.62M 0.31%
+230,769
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