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
$414M
AUM Growth
+$7.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$1.52M
3
+$793K
4
MDWD icon
MediWound
MDWD
+$400K
5
PYPL icon
PayPal
PYPL
+$200K

Top Sells

1
+$11.4M
2
+$6.16M
3
+$5.22M
4
MSFT icon
Microsoft
MSFT
+$5.01M
5
AMZN icon
Amazon
AMZN
+$4.07M

Sector Composition

1 Technology 18.08%
2 Communication Services 14.76%
3 Healthcare 10.97%
4 Consumer Discretionary 9.15%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.32%
5,900
52
$1.28M 0.31%
125,493
+39,348
53
$1.23M 0.3%
14,827
54
$1.22M 0.3%
37,905
55
$1.18M 0.28%
1,282
56
$1.03M 0.25%
169,314
57
$1.02M 0.25%
105,663
58
$1.02M 0.25%
7,150
59
$912K 0.22%
8,000
60
$860K 0.21%
350,973
61
$769K 0.19%
26,571
62
$658K 0.16%
13,020
-700
63
$575K 0.14%
22,641
64
$569K 0.14%
2,187
65
$456K 0.11%
104,122
66
$441K 0.11%
63
-10
67
$424K 0.1%
1,500
68
$352K 0.09%
9,152
69
$352K 0.09%
4,124
+17
70
$350K 0.08%
8,652
71
$314K 0.08%
1,995
72
$310K 0.07%
2,300
73
$273K 0.07%
2,678
74
$253K 0.06%
22,918
75
$243K 0.06%
20,113
1 2
3
4