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
$486M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.3M
3
+$6.7M
4
GLBE icon
Global E Online
GLBE
+$6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.98M

Top Sells

1
+$6.06M
2
+$3.43M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.55M
5
RDCM icon
Radcom
RDCM
+$1.31M

Sector Composition

1 Technology 15.56%
2 Communication Services 13.41%
3 Healthcare 10.66%
4 Consumer Discretionary 9.54%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.33%
18,850
52
$1.5M 0.31%
5,900
53
$1.49M 0.31%
14,827
54
$1.44M 0.3%
4,175
-3,500
55
$1.42M 0.29%
61,100
-24,900
56
$1.34M 0.28%
1,282
57
$1.27M 0.26%
37,905
58
$1.12M 0.23%
7,150
59
$1.01M 0.21%
8,000
60
$919K 0.19%
169,314
61
$825K 0.17%
350,973
62
$823K 0.17%
+318,852
63
$787K 0.16%
11,090
-10,423
64
$758K 0.16%
23,571
-3,000
65
$711K 0.15%
62,066
-43,597
66
$650K 0.13%
13,020
67
$610K 0.13%
2,187
68
$510K 0.11%
63
69
$487K 0.1%
4,133
+9
70
$463K 0.1%
1,500
71
$411K 0.08%
104,122
72
$408K 0.08%
9,152
73
$382K 0.08%
8,652
74
$375K 0.08%
2,678
75
$331K 0.07%
2,300
1 2
3
4