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
$486M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.98M
3
+$6.76M
4
GLBE icon
Global E Online
GLBE
+$6.12M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.74M

Top Sells

1
+$5.56M
2
+$3.3M
3
+$2.11M
4
NVDA icon
NVIDIA
NVDA
+$1.24M
5
CAMT icon
Camtek
CAMT
+$1.16M

Sector Composition

1 Technology 15.56%
2 Communication Services 13.41%
3 Healthcare 10.66%
4 Consumer Discretionary 9.54%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$306K 0.06%
2,500
77
$297K 0.06%
1,995
78
$262K 0.05%
20,113
79
$225K 0.05%
22,918
80
$222K 0.05%
19,500
81
$218K 0.04%
3,250
82
$51.3K 0.01%
11,153
1 2 3
4