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

Top Buys

1
+$4.89M
2
+$3.24M
3
+$2.53M
4
GLBE icon
Global E Online
GLBE
+$2.38M
5
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$2.1M

Top Sells

1
+$6M
2
+$5.62M
3
+$5.54M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.17M
5
META icon
Meta Platforms (Facebook)
META
+$3.9M

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
101
– –
-3,961
102
– –
-30,457
103
– –
-2,671
104
– –
-9,152
105
– –
-10,195
1 2 3 4
5