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
$607M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$8.36M
3
+$3.04M
4
CMMB
Chemomab Therapeutics
CMMB
+$1.27M
5
ELTK icon
Eltek
ELTK
+$744K

Top Sells

1
+$4.26M
2
+$4.06M
3
+$2.22M
4
META icon
Meta Platforms (Facebook)
META
+$2.12M
5
CHKP icon
Check Point Software Technologies
CHKP
+$1.35M

Sector Composition

1 Technology 11.47%
2 Healthcare 9.87%
3 Communication Services 9.57%
4 Industrials 8.65%
5 Consumer Discretionary 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$88.4M 14.55%
440,054
-2,526
2
$41.7M 6.88%
72,763
-7,425
3
$37.7M 6.2%
831,290
-9,600
4
$35.8M 5.89%
1,393,552
+555,365
5
$27.4M 4.51%
177,909
-2,490
6
$27.2M 4.48%
47,508
-3,705
7
$24.7M 4.07%
132,705
-5,710
8
$24.1M 3.96%
55,910
-1,395
9
$21.2M 3.48%
127,558
-3,815
10
$17.8M 2.93%
857,601
11
$17.5M 2.88%
97,460
12
$13.6M 2.23%
750,743
+462,909
13
$13.5M 2.23%
352,466
14
$13.5M 2.22%
128,722
15
$12.4M 2.04%
439,641
+108,000
16
$10.9M 1.8%
142,220
17
$10.3M 1.7%
104,532
-1,440
18
$10.2M 1.67%
393,608
19
$9.41M 1.55%
521,944
-18,260
20
$9.09M 1.5%
313,950
-4,800
21
$8.84M 1.46%
15,320
+115
22
$8.03M 1.32%
776,597
-392,679
23
$7.36M 1.21%
280,559
24
$7.36M 1.21%
69,320
25
$6.87M 1.13%
308,173
-99,539
1
2 3 4