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
$574M
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$2.47M
3
+$1.79M
4
TBLA icon
Taboola.com
TBLA
+$1.72M
5
ELTK icon
Eltek
ELTK
+$1.56M

Top Sells

1
+$17.8M
2
+$6.01M
3
+$5.6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.31M
5
META icon
Meta Platforms (Facebook)
META
+$5.01M

Sector Composition

1 Technology 12.1%
2 Healthcare 11.54%
3 Communication Services 9.29%
4 Consumer Discretionary 8.76%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$92.5M 16.11%
439,661
-393
2
$37.7M 6.57%
780,714
-50,576
3
$36.6M 6.38%
62,505
-10,258
4
$26.8M 4.67%
1,247,963
-145,589
5
$24.2M 4.21%
175,639
-2,270
6
$23.5M 4.1%
107,190
-25,515
7
$22.8M 3.97%
38,948
-8,560
8
$20.6M 3.58%
48,803
-7,107
9
$18.9M 3.3%
347,166
-5,300
10
$18.8M 3.28%
99,497
-28,061
11
$17.1M 2.97%
97,460
12
$15.2M 2.64%
851,361
+100,618
13
$11.5M 2%
19,520
+4,200
14
$10.9M 1.9%
128,722
15
$10.7M 1.86%
315,933
+253,320
16
$9.72M 1.69%
355,841
-83,800
17
$9.41M 1.64%
104,532
18
$8.72M 1.52%
395,504
-126,440
19
$8.1M 1.41%
261,716
-131,892
20
$7.94M 1.38%
299,308
-14,642
21
$7.47M 1.3%
604,222
-172,375
22
$7.19M 1.25%
106,175
-36,045
23
$6.89M 1.2%
267,915
-12,644
24
$6.09M 1.06%
489,557
-21,143
25
$5.88M 1.02%
69,320
1
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