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
$518M
AUM Growth
-$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$3.43M
3
+$2.08M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$2.01M
5
GLBE icon
Global E Online
GLBE
+$1.73M

Top Sells

1
+$5.54M
2
+$5.12M
3
+$4.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.97M
5
META icon
Meta Platforms (Facebook)
META
+$3.48M

Sector Composition

1 Healthcare 12.33%
2 Technology 12.04%
3 Consumer Discretionary 8.24%
4 Communication Services 7.56%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$422K 0.08%
1,584
-30
77
$360K 0.07%
96,643
-6,770
78
$343K 0.07%
42,084
79
$339K 0.07%
3,899
+10
80
$330K 0.06%
5,522
+607
81
$330K 0.06%
2,300
82
$328K 0.06%
46,665
-208
83
$299K 0.06%
4,223
-947
84
$295K 0.06%
2,977
+497
85
$295K 0.06%
2,419
-734
86
$251K 0.05%
9,271
87
$247K 0.05%
2,500
88
$225K 0.04%
110,142
-128,260
89
$219K 0.04%
1,995
90
$218K 0.04%
19,500
91
$214K 0.04%
+2,051
92
$212K 0.04%
3,250
93
$201K 0.04%
+1,005
94
$189K 0.04%
20,113
95
$189K 0.04%
11,654
96
$118K 0.02%
22,708
97
$30.2K 0.01%
11,153
98
$7.85K ﹤0.01%
1,253
-26
99
– –
-2,288
100
– –
-1,281
1 2 3
4
5