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
$548M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$3.2M
3
+$888K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$433K
5
CEG icon
Constellation Energy
CEG
+$298K

Top Sells

1
+$22.5M
2
+$3.56M
3
+$3.13M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.9M
5
RDWR icon
Radware
RDWR
+$2.37M

Sector Composition

1 Technology 13.28%
2 Healthcare 11.56%
3 Consumer Discretionary 10.23%
4 Communication Services 8.77%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VUG icon
51
Vanguard Growth ETF
VUG
$197B
$1.68M 0.31%
3,835
SCHG icon
52
Schwab US Large-Cap Growth ETF
SCHG
$52.3B
$1.67M 0.3%
57,120
VTWO icon
53
Vanguard Russell 2000 ETF
VTWO
$12.5B
$1.64M 0.3%
18,850
LOW icon
54
Lowe's Companies
LOW
$128B
$1.31M 0.24%
5,900
GILT icon
55
Gilat Satellite Networks
GILT
$756M
$1.29M 0.24%
181,549
CSTE icon
56
Caesarstone
CSTE
$34.2M
$1.23M 0.22%
621,969
MGIC
57
Magic Software Enterprises
MGIC
$1.18B
$1.19M 0.22%
62,066
XLI icon
58
Industrial Select Sector SPDR Fund
XLI
$23.5B
$1.18M 0.22%
8,000
XLV icon
59
Health Care Select Sector SPDR Fund
XLV
$37.4B
$1.15M 0.21%
8,540
-166,589
SPG icon
60
Simon Property Group
SPG
$59.7B
$1.15M 0.21%
7,150
HRMY icon
61
Harmony Biosciences
HRMY
$1.96B
$1.13M 0.21%
35,887
ODYS
62
Odysight.ai Inc
ODYS
$55.6M
$1.08M 0.2%
211,335
-19,434
SNDX icon
63
Syndax Pharmaceuticals
SNDX
$1.44B
$1.01M 0.19%
108,377
CSCO icon
64
Cisco
CSCO
$307B
$907K 0.17%
13,076
+56
V icon
65
Visa
V
$637B
$782K 0.14%
2,202
+15
CMMB
66
Chemomab Therapeutics
CMMB
$13.8M
$671K 0.12%
144,573
CGEN icon
67
Compugen
CGEN
$153M
$568K 0.1%
318,852
GE icon
68
GE Aerospace
GE
$322B
$550K 0.1%
2,137
AMT icon
69
American Tower
AMT
$85.9B
$501K 0.09%
2,265
-34
CPAY icon
70
Corpay
CPAY
$19.5B
$498K 0.09%
1,500
MU icon
71
Micron Technology
MU
$277B
$479K 0.09%
3,885
-14
T icon
72
AT&T
T
$181B
$477K 0.09%
16,488
+497
JEF icon
73
Jefferies Financial Group
JEF
$11.4B
$473K 0.09%
8,652
NVR icon
74
NVR
NVR
$19.9B
$465K 0.09%
63
VZ icon
75
Verizon
VZ
$173B
$447K 0.08%
10,328
+255
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3
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