YLHM
Yelin Lapidot Holdings Management Portfolio holdings
AUM
$480M
1-Year Est. Return
42.17%
This Fund
S&P 500
1 Year Est. Return
+42.17%
AUM
$480M
AUM Growth
-$18.9M
(-3.8%)
Holding
88
Top Buys
| 1 | +$7.72M | |
| 2 | +$4.47M | |
| 3 | +$1.27M | |
| 4 |
Broadcom
AVGO
|
+$898K |
| 5 |
Cognyte Software
CGNT
|
+$613K |
Top Sells
| 1 | +$5.51M | |
| 2 | +$4.9M | |
| 3 | +$2.56M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.48M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Verizon
VZ
$200B
| $300K | 0.06% |
5,979
-1,593
|
|
||
77
T-Mobile US
TMUS
$203B
| $282K | 0.06% |
1,343
-105
|
|
||
78
Walt Disney
DIS
$177B
| $241K | 0.05% |
2,500
|
|
||
79
Williams Companies
WMB
$87.3B
| $220K | 0.05% |
3,023
-348
|
|
||
80
American Tower
AMT
$87.1B
| $217K | 0.05% |
1,256
-151
|
|
||
81
AudioCodes
AUDC
$250M
| $169K | 0.04% |
20,113
|
|
||
82
Caesarstone
CSTE
$64.3M
| $70.7K | 0.01% |
66,042
-90,000
|
|
||
|
TEAD
83
Teads Holding Co
TEAD
$112M
| $63.6K | 0.01% |
96,643
|
|
||
|
MGIC
84
DELISTED
Magic Software Enterprises
MGIC
| – | – |
-62,066
|
|
||
85
Invesco NASDAQ 100 ETF
QQQM
$95.6B
| – | – |
-1,608
|
|
||
86
Radware
RDWR
$1.28B
| – | – |
-72,277
|
|
||
87
SolarEdge
SEDG
$4.64B
| – | – |
-11,654
|
|
||
88
Viatris
VTRS
$18.9B
| – | – |
-442,462
|
|