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
$567M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$87.2M
2
+$2.7M
3
+$420K
4
INMD icon
InMode
INMD
+$265K
5
SEDG icon
SolarEdge
SEDG
+$14.2K

Top Sells

1
+$7.32M
2
+$4.55M
3
+$2.68M
4
META icon
Meta Platforms (Facebook)
META
+$2.56M
5
AMZN icon
Amazon
AMZN
+$1.69M

Sector Composition

1 Technology 13.15%
2 Communication Services 10.89%
3 Healthcare 8.53%
4 Consumer Discretionary 8.16%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$87.2M 15.38%
+442,580
2
$43.6M 7.69%
80,188
-13,442
3
$34.6M 6.09%
840,890
4
$26.7M 4.71%
138,415
-8,730
5
$26.3M 4.63%
180,399
6
$25.8M 4.55%
51,213
-5,075
7
$25.6M 4.51%
57,305
-6,000
8
$23.9M 4.22%
131,373
-7,660
9
$18.6M 3.28%
838,187
-205,100
10
$16.9M 2.97%
857,601
11
$16M 2.82%
97,460
+16,460
12
$12.8M 2.25%
352,466
13
$12.3M 2.16%
128,722
14
$10.9M 1.93%
1,169,276
15
$10.2M 1.8%
142,220
16
$9.82M 1.73%
105,972
17
$8.92M 1.57%
318,750
18
$8.78M 1.55%
540,204
19
$8.6M 1.52%
331,641
20
$8.32M 1.47%
15,205
+768
21
$7.44M 1.31%
407,712
-413
22
$7.2M 1.27%
280,559
23
$5.76M 1.02%
393,608
24
$5.44M 0.96%
298,152
+14,533
25
$5.43M 0.96%
510,700
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