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
$476M
AUM Growth
-$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$6.51M
3 +$2.29M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$761K
5
MSFT icon
Microsoft
MSFT
+$711K

Top Sells

1 +$100M
2 +$11.9M
3 +$4.33M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.79M
5
INTC icon
Intel
INTC
+$2.01M

Sector Composition

1 Technology 17.53%
2 Consumer Discretionary 13.73%
3 Communication Services 11.24%
4 Healthcare 11.07%
5 Industrials 9.06%

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