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
$414M
AUM Growth
+$7.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$1.52M
3
+$793K
4
MDWD icon
MediWound
MDWD
+$400K
5
PYPL icon
PayPal
PYPL
+$200K

Top Sells

1
+$11.4M
2
+$6.16M
3
+$5.22M
4
MSFT icon
Microsoft
MSFT
+$5.01M
5
AMZN icon
Amazon
AMZN
+$4.07M

Sector Composition

1 Technology 18.08%
2 Communication Services 14.76%
3 Healthcare 10.97%
4 Consumer Discretionary 9.15%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.2M 10.43%
90,922
+3,205
2
$31.6M 7.63%
840,890
-113
3
$26.9M 6.49%
71,455
-13,325
4
$24.6M 5.94%
180,399
-27
5
$24.3M 5.88%
68,758
-17,415
6
$23.4M 5.64%
153,755
-26,770
7
$21.5M 5.19%
153,798
-6,300
8
$16.3M 3.94%
857,601
-399
9
$10.5M 2.54%
128,722
10
$10.4M 2.5%
1,286,669
11
$9.46M 2.28%
105,972
12
$9.18M 2.22%
318,750
13
$9.03M 2.18%
280,559
+213
14
$8.49M 2.05%
53,800
15
$7.54M 1.82%
393,608
16
$7.43M 1.79%
187,466
+139,992
17
$6.81M 1.64%
408,252
+346
18
$6.29M 1.52%
283,024
+35,650
19
$5.64M 1.36%
540,204
20
$5.53M 1.34%
510,700
-455
21
$5.37M 1.3%
69,320
22
$4.84M 1.17%
24,256
23
$4.71M 1.14%
31,912
-1,766
24
$4.32M 1.04%
22,430
25
$4.28M 1.03%
138,684
1
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