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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.460 | 6.840 | 2.380 |
Stocks | 2.400 | 5.470 | 3.070 |
Bonds | 88.830 | 88.830 | 0.000 |
Convertible | 0.240 | 0.240 | 0.000 |
Other | 4.090 | 4.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.658 | 15.235 |
Price to Book | 3.932 | 2.116 |
Price to Sales | 2.674 | 1.573 |
Price to Cash Flow | 14.442 | 8.866 |
Dividend Yield | 1.075 | 2.579 |
5 Years Earnings Growth | 12.349 | 12.325 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.010 | 17.877 |
Healthcare | 19.630 | 11.242 |
Financial Services | 15.550 | 16.653 |
Consumer Cyclical | 14.430 | 12.758 |
Communication Services | 11.030 | 7.946 |
Industrials | 4.280 | 12.471 |
Consumer Defensive | 3.140 | 6.795 |
Basic Materials | 2.500 | 6.189 |
Energy | 1.850 | 5.329 |
Utilities | 1.340 | 3.863 |
Real Estate | 1.240 | 2.743 |
Number of long holdings: 127
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes | - | 4.93 | - | - | |
United States Treasury Notes | - | 3.71 | - | - | |
Altria Group, Inc. | - | 3.13 | - | - | |
Darden Restaurants, Inc. | - | 2.47 | - | - | |
Blackstone Holdings Finance Co. L.L.C. | - | 2.45 | - | - | |
AT&T Inc | - | 2.37 | - | - | |
General Motors Financial Company Inc | - | 2.10 | - | - | |
Source S&P 500 UCITS | IE00B3YCGJ38 | 2.08 | 1,170.77 | -0.21% | |
United States Treasury Notes | - | 2.00 | - | - | |
Tapestry Inc | - | 1.98 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Yelin Lapidot 90/10 | 1.02B | 6.01 | 1.74 | 2.34 | ||
Yelin Lapidot Corporate Bonds | 1B | 5.48 | 1.99 | - | ||
Yelin Lapidot 9010 Growth | 913.32M | 5.72 | 1.70 | 2.76 | ||
Yelin Lapidot Internal Rating Syste | 889.5M | 6.19 | 1.71 | 2.66 | ||
Yelin Lapidot Unrated Bond +10 | 830.77M | 9.89 | 4.13 | 3.78 |
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