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
$574M
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$2.47M
3
+$1.79M
4
TBLA icon
Taboola.com
TBLA
+$1.72M
5
ELTK icon
Eltek
ELTK
+$1.56M

Top Sells

1
+$17.8M
2
+$6.01M
3
+$5.6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.31M
5
META icon
Meta Platforms (Facebook)
META
+$5.01M

Sector Composition

1 Technology 12.1%
2 Healthcare 11.54%
3 Communication Services 9.29%
4 Consumer Discretionary 8.76%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.28%
57,120
52
$1.58M 0.27%
78,664
-120
53
$1.57M 0.27%
3,835
54
$1.46M 0.25%
5,900
55
$1.43M 0.25%
108,377
56
$1.35M 0.23%
186,032
-16,397
57
$1.23M 0.22%
35,887
-2,018
58
$1.23M 0.21%
7,150
59
$1.09M 0.19%
+13,300
60
$1.05M 0.18%
8,000
61
$1.04M 0.18%
169,314
62
$899K 0.16%
46,873
-2,630
63
$771K 0.13%
13,020
64
$747K 0.13%
62,066
65
$743K 0.13%
103,413
-709
66
$691K 0.12%
2,187
67
$678K 0.12%
8,652
68
$620K 0.11%
238,402
-14,448
69
$515K 0.09%
63
70
$508K 0.09%
1,500
71
$488K 0.09%
318,852
72
$463K 0.08%
9,152
73
$408K 0.07%
2,300
74
$402K 0.07%
17,652
+6,967
75
$375K 0.07%
2,046
+936
1 2
3
4