YLHM

Yelin Lapidot Holdings Management Portfolio holdings

AUM $499M
1-Year Est. Return 30.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$414M
AUM Growth
+$7.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$1.43M
3
+$800K
4
MDWD icon
MediWound
MDWD
+$353K
5
PYPL icon
PayPal
PYPL
+$186K

Top Sells

1
+$11.4M
2
+$5.67M
3
+$5.22M
4
MSFT icon
Microsoft
MSFT
+$4.74M
5
AMZN icon
Amazon
AMZN
+$3.75M

Sector Composition

1 Technology 18.08%
2 Communication Services 14.76%
3 Healthcare 10.97%
4 Consumer Discretionary 9.15%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.06%
19,500
77
$226K 0.05%
2,500
78
$200K 0.05%
+3,250
79
$42.4K 0.01%
11,153
-1
80
– –
-24,600
81
– –
-121,500
1 2 3
4