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
$518M
AUM Growth
-$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$3.43M
3
+$2.08M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$2.01M
5
GLBE icon
Global E Online
GLBE
+$1.73M

Top Sells

1
+$5.54M
2
+$5.12M
3
+$4.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.97M
5
META icon
Meta Platforms (Facebook)
META
+$3.48M

Sector Composition

1 Healthcare 12.33%
2 Technology 12.04%
3 Consumer Discretionary 8.24%
4 Communication Services 7.56%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.3%
526,013
+53,700
52
$1.53M 0.3%
24,838
+10
53
$1.52M 0.29%
18,850
54
$1.51M 0.29%
621,969
-11,464
55
$1.43M 0.28%
57,120
56
$1.42M 0.27%
3,835
57
$1.38M 0.27%
5,900
58
$1.33M 0.26%
108,377
59
$1.29M 0.25%
+225,943
60
$1.19M 0.23%
35,887
61
$1.19M 0.23%
7,150
62
$1.15M 0.22%
181,549
+12,235
63
$1.05M 0.2%
8,000
64
$806K 0.16%
62,066
65
$803K 0.16%
13,020
66
$766K 0.15%
2,187
67
$630K 0.12%
144,573
-41,459
68
$523K 0.1%
1,500
69
$500K 0.1%
2,299
+253
70
$466K 0.09%
318,852
71
$463K 0.09%
8,652
72
$457K 0.09%
10,073
+941
73
$456K 0.09%
63
74
$452K 0.09%
15,991
-1,661
75
$428K 0.08%
2,137
1 2
3
4 5