YLHM

Yelin Lapidot Holdings Management Portfolio holdings

AUM $548M
1-Year Est. Return 17.87%
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$87.2M
2
+$2.7M
3
+$420K
4
INMD icon
InMode
INMD
+$265K
5
SEDG icon
SolarEdge
SEDG
+$14.2K

Top Sells

1
+$7.32M
2
+$4.55M
3
+$2.68M
4
META icon
Meta Platforms (Facebook)
META
+$2.56M
5
AMZN icon
Amazon
AMZN
+$1.69M

Sector Composition

1 Technology 13.15%
2 Communication Services 10.89%
3 Healthcare 8.53%
4 Consumer Discretionary 8.16%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$294K 0.05%
11,654
+564
77
$273K 0.05%
1,995
78
$248K 0.04%
2,500
79
$225K 0.04%
19,500
80
$209K 0.04%
20,113
81
$204K 0.04%
22,918
82
$48K 0.01%
11,153
83
– –
-3,250
1 2 3
4