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
$486M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.3M
3
+$6.7M
4
GLBE icon
Global E Online
GLBE
+$6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.98M

Top Sells

1
+$6.06M
2
+$3.43M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.55M
5
RDCM icon
Radcom
RDCM
+$1.31M

Sector Composition

1 Technology 15.56%
2 Communication Services 13.41%
3 Healthcare 10.66%
4 Consumer Discretionary 9.54%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49M 10.07%
93,630
+2,708
2
$35.4M 7.29%
840,890
3
$27.3M 5.62%
56,288
-12,470
4
$26.7M 5.48%
180,399
5
$26.6M 5.48%
63,305
-8,150
6
$26.5M 5.46%
147,145
-6,610
7
$21M 4.32%
139,033
-14,765
8
$18M 3.71%
857,601
9
$13.7M 2.82%
81,000
+27,200
10
$13M 2.68%
1,169,276
-117,393
11
$12.8M 2.64%
352,466
+165,000
12
$11.1M 2.28%
128,722
13
$10.6M 2.17%
+1,043,287
14
$10.1M 2.07%
105,972
15
$9.41M 1.94%
142,220
+101,200
16
$9.03M 1.86%
280,559
17
$8.91M 1.83%
331,641
+309,000
18
$8.85M 1.82%
318,750
19
$7.64M 1.57%
408,125
-127
20
$7.62M 1.57%
540,204
21
$7.59M 1.56%
14,437
+9,472
22
$7.13M 1.47%
393,608
23
$6.48M 1.33%
24,856
+600
24
$6.13M 1.26%
283,619
+595
25
$6.1M 1.25%
510,700
1
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