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
$407M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$28.2M
3
+$26.6M
4
META icon
Meta Platforms (Facebook)
META
+$26.2M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$23.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.66%
2 Communication Services 15.62%
3 Healthcare 12.4%
4 Consumer Discretionary 7.92%
5 Industrials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$240K 0.06%
+2,678
77
$208K 0.05%
+19,500
78
$201K 0.05%
+20,113
79
$200K 0.05%
+2,500
80
$51.9K 0.01%
+11,154
1 2 3
4