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YLHM
Yelin Lapidot Holdings Management Portfolio holdings
AUM
$480M
1-Year Est. Return
42.17%
This Fund
S&P 500
This Quarter
Est. Return
+3.16%
1 Year Est. Return
+42.17%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$480M
AUM Growth
-$18.9M
(-3.8%)
Cap. Flow
-$16.8M
Cap. Flow
% of AUM
-3.49%
Top 10 Holdings %
Top 10 Hldgs %
55.86%
Holding
88
New
1
Increased
7
Reduced
27
Closed
5
Top Buys
| 1 |
Gilat Satellite Networks
GILT
|
+$7.72M |
| 2 |
Micron Technology
MU
|
+$4.47M |
| 3 |
InMode
INMD
|
+$1.27M |
| 4 |
Broadcom
AVGO
|
+$898K |
| 5 |
Cognyte Software
CGNT
|
+$613K |
Top Sells
| 1 |
Viatris
VTRS
|
+$5.51M |
| 2 |
Enlight Renewable Energy
ENLT
|
+$4.9M |
| 3 |
Nice
NICE
|
+$2.56M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.48M |
| 5 |
Silicom
SILC
|
+$2.44M |
Sector Composition
| 1 | Industrials | 20.31% |
| 2 | Technology | 15.02% |
| 3 | Consumer Discretionary | 11.8% |
| 4 | Communication Services | 10.16% |
| 5 | Healthcare | 9.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ODYS
51
Odysight.ai Inc
ODYS
$82.2M
| $1.46M | 0.3% |
210,111
| – | – |
|
52
Sol-Gel Technologies
SLGL
$246M
| $1.41M | 0.29% |
17,753
| – | – |
|
53
Lowe's Companies
LOW
$116B
| $1.39M | 0.29% |
5,900
| – | – |
|
54
KKR & Co
KKR
$87.3B
| $1.37M | 0.29% |
14,827
| – | – |
|
55
Simon Property Group
SPG
$71.8B
| $1.33M | 0.28% |
7,150
| – | – |
|
56
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
| $1.29M | 0.27% |
8,000
| – | – |
|
57
State Street Health Care Select Sector SPDR ETF
XLV
$40.6B
| $1.25M | 0.26% |
8,540
| – | – |
|
58
WIX.com
WIX
$2.21B
| $1.19M | 0.25% |
13,251
| – | – |
|
59
Cisco
CSCO
$462B
| $1.02M | 0.21% |
13,144
-214
| -2% | -$16.8K |
|
60
Harmony Biosciences
HRMY
$2.02B
| $1.01M | 0.21% |
35,887
| – | – |
|
|
61
Broadcom
AVGO
$1.85T
| $845K | 0.18% |
+2,730
| New | +$898K |
|
62
Intel
INTC
$542B
| $823K | 0.17% |
18,650
| – | – |
|
|
63
Cognyte Software
CGNT
$669M
| $818K | 0.17% |
100,979
+74,289
| +278% | +$613K |
|
64
Compugen
CGEN
$218M
| $679K | 0.14% |
318,852
| – | – |
|
65
Visa
V
$677B
| $672K | 0.14% |
2,224
-65
| -3% | -$20.9K |
|
66
GE Aerospace
GE
$369B
| $606K | 0.13% |
2,137
| – | – |
|
67
PennantPark Floating Rate Capital
PFLT
$712M
| $598K | 0.12% |
74,427
| – | – |
|
68
Arvinas
ARVN
$534M
| $495K | 0.1% |
46,665
| – | – |
|
69
GE Vernova
GEV
$286B
| $466K | 0.1% |
534
| – | – |
|
70
Corpay
CPAY
$23.3B
| $436K | 0.09% |
1,500
| – | – |
|
71
Perion Network
PERI
$367M
| $420K | 0.09% |
42,084
| – | – |
|
72
NVR
NVR
$17.2B
| $415K | 0.09% |
63
| – | – |
|
73
Digital Realty Trust
DLR
$64B
| $414K | 0.09% |
2,300
| – | – |
|
74
Jefferies Financial Group
JEF
$12.4B
| $357K | 0.07% |
8,652
| – | – |
|
75
AT&T
T
$148B
| $315K | 0.07% |
10,863
-1,279
| -11% | -$34.2K |
|
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