YLHM

Yelin Lapidot Holdings Management Portfolio holdings

AUM $548M
1-Year Est. Return 17.87%
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$87.2M
2
+$2.7M
3
+$420K
4
INMD icon
InMode
INMD
+$265K
5
SEDG icon
SolarEdge
SEDG
+$14.2K

Top Sells

1
+$7.32M
2
+$4.55M
3
+$2.68M
4
META icon
Meta Platforms (Facebook)
META
+$2.56M
5
AMZN icon
Amazon
AMZN
+$1.69M

Sector Composition

1 Technology 13.15%
2 Communication Services 10.89%
3 Healthcare 8.53%
4 Consumer Discretionary 8.16%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.27%
18,850
52
$1.54M 0.27%
61,100
53
$1.32M 0.23%
49,503
54
$1.3M 0.23%
5,900
55
$1.28M 0.23%
110,265
56
$1.14M 0.2%
37,905
57
$1.12M 0.2%
350,973
58
$1.09M 0.19%
7,150
59
$975K 0.17%
8,000
60
$845K 0.15%
1,282
61
$800K 0.14%
23,571
62
$757K 0.13%
169,314
63
$619K 0.11%
13,020
64
$598K 0.11%
62,066
65
$574K 0.1%
2,187
66
$536K 0.09%
318,852
67
$530K 0.09%
4,028
-105
68
$519K 0.09%
104,122
69
$478K 0.08%
63
70
$431K 0.08%
8,652
71
$400K 0.07%
1,500
72
$351K 0.06%
42,084
-96,600
73
$350K 0.06%
2,300
74
$340K 0.06%
2,137
-541
75
$335K 0.06%
9,152
1 2
3
4