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
$407M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$28.2M
3
+$26.6M
4
META icon
Meta Platforms (Facebook)
META
+$26.2M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$23.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.66%
2 Communication Services 15.62%
3 Healthcare 12.4%
4 Consumer Discretionary 7.92%
5 Industrials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.32%
+37,905
52
$1.26M 0.31%
+1,282
53
$1.23M 0.3%
+5,900
54
$1.22M 0.3%
+13,390
55
$1.18M 0.29%
+105,663
56
$1.09M 0.27%
+169,314
57
$980K 0.24%
+49,503
58
$936K 0.23%
+86,145
59
$927K 0.23%
+14,827
60
$881K 0.22%
+350,973
61
$815K 0.2%
+8,000
62
$778K 0.19%
+7,150
63
$756K 0.19%
+26,571
64
$739K 0.18%
+13,720
65
$536K 0.13%
+22,641
66
$516K 0.13%
+104,122
67
$507K 0.12%
+2,187
68
$443K 0.11%
+73
69
$388K 0.1%
+1,500
70
$387K 0.1%
+22,918
71
$319K 0.08%
+8,652
72
$310K 0.08%
+1,995
73
$287K 0.07%
+9,152
74
$273K 0.07%
+2,300
75
$268K 0.07%
+4,107
1 2
3
4