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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.140 | 6.710 | 0.570 |
Stocks | 3.460 | 3.460 | 0.000 |
Bonds | 85.180 | 85.180 | 0.000 |
Other | 5.220 | 5.220 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.458 | 15.087 |
Price to Book | 3.098 | 2.066 |
Price to Sales | 1.996 | 1.528 |
Price to Cash Flow | 11.745 | 8.386 |
Dividend Yield | 1.438 | 2.634 |
5 Years Earnings Growth | 10.828 | 12.331 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.410 | 17.085 |
Healthcare | 16.030 | 11.436 |
Communication Services | 15.340 | 7.832 |
Consumer Cyclical | 14.250 | 13.007 |
Financial Services | 10.740 | 16.620 |
Industrials | 5.080 | 12.419 |
Basic Materials | 4.170 | 6.299 |
Utilities | 3.940 | 3.895 |
Consumer Defensive | 2.680 | 6.889 |
Energy | 2.480 | 5.553 |
Real Estate | 1.890 | 2.818 |
Number of long holdings: 114
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 3.375% | - | 15.00 | - | - | |
United States Treasury Notes | - | 8.02 | - | - | |
United States Treasury Notes 0.25% | - | 6.91 | - | - | |
Altria Group, Inc. 6.2% | - | 2.97 | - | - | |
Morgan Stanley 5.123% | - | 2.28 | - | - | |
Pfizer Inc. 0.8% | - | 2.28 | - | - | |
Ford Motor Credit Company LLC 7.35% | - | 2.02 | - | - | |
Caterpillar Financial Services Corporation 3.4% | - | 1.93 | - | - | |
Apple Inc. 2.75% | - | 1.93 | - | - | |
General Motors Financial Company Inc | - | 1.88 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Yelin Lapidot 30 70 | 1.49B | 3.79 | 3.47 | - | ||
Yelin Lapidot 20/80 | 1.15B | 2.83 | 2.63 | 3.13 | ||
Yelin Lapidot Equity | 1.04B | 9.95 | 4.48 | 7.69 | ||
Yelin Lapidot 25/75 | 1.04B | 3.12 | 2.78 | 3.67 | ||
Yelin Lapidot Model + 15% | 604.4M | 2.28 | 2.10 | 2.81 |
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