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YLHM

Yelin Lapidot Holdings Management Portfolio holdings

AUM $480M
1-Year Est. Return 42.17%
This Fund
S&P 500
This Quarter Est. Return
+3.16%
1 Year Est. Return
+42.17%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$480M
AUM Growth
-$18.9M
Cap. Flow
-$16.8M
Cap. Flow %
-3.49%
Top 10 Hldgs %
55.86%
Holding
88
New
1
Increased
7
Reduced
27
Closed
5

Top Buys

1
GILT icon
Gilat Satellite Networks
GILT
+$7.72M
2
MU icon
Micron Technology
MU
+$4.47M
3
INMD icon
InMode
INMD
+$1.27M
4
AVGO icon
Broadcom
AVGO
+$898K
5
CGNT icon
Cognyte Software
CGNT
+$613K

Top Sells

1
VTRS icon
Viatris
VTRS
+$5.51M
2
ENLT icon
Enlight Renewable Energy
ENLT
+$4.9M
3
NICE icon
Nice
NICE
+$2.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.48M
5
SILC icon
Silicom
SILC
+$2.44M

Sector Composition

1 Industrials 20.31%
2 Technology 15.02%
3 Consumer Discretionary 11.8%
4 Communication Services 10.16%
5 Healthcare 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
76
Verizon
VZ
$177B
$300K 0.06%
5,979
-1,593
-21% -$73.8K
TMUS icon
77
T-Mobile US
TMUS
$203B
$282K 0.06%
1,343
-105
-7% -$21.6K
DIS icon
78
Walt Disney
DIS
$166B
$241K 0.05%
2,500
– –
WMB icon
79
Williams Companies
WMB
$92.9B
$220K 0.05%
3,023
-348
-10% -$24.1K
AMT icon
80
American Tower
AMT
$78.7B
$217K 0.05%
1,256
-151
-11% -$27.2K
AUDC icon
81
AudioCodes
AUDC
$254M
$169K 0.04%
20,113
– –
CSTE icon
82
Caesarstone
CSTE
$88.2M
$70.7K 0.01%
66,042
-90,000
-58% -$148K
TEAD
83
Teads Holding Co
TEAD
$79.7M
$63.6K 0.01%
96,643
– –
MGIC
84
DELISTED
Magic Software Enterprises
MGIC
– –
-62,066
Closed -$1.6M
QQQM icon
85
Invesco NASDAQ 100 ETF
QQQM
$99.6B
– –
-1,608
Closed -$407K
RDWR icon
86
Radware
RDWR
$1.31B
– –
-72,277
Closed -$1.74M
SEDG icon
87
SolarEdge
SEDG
$3.38B
– –
-11,654
Closed -$336K
VTRS icon
88
Viatris
VTRS
$19B
– –
-442,462
Closed -$5.51M
1 2 3
4

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