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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.160 | 2.300 | 1.140 |
Shares | 5.850 | 6.420 | 0.570 |
Bonds | 86.050 | 86.050 | 0.000 |
Convertible | 1.160 | 1.160 | 0.000 |
Preferred | 1.870 | 1.870 | 0.000 |
Other | 3.920 | 3.920 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.481 | 15.110 |
Price to Book | 3.019 | 2.071 |
Price to Sales | 2.778 | 1.535 |
Price to Cash Flow | 11.771 | 8.419 |
Dividend Yield | 0.927 | 2.634 |
5 Years Earnings Growth | 11.931 | 12.318 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.720 | 17.093 |
Financial Services | 14.330 | 16.604 |
Utilities | 12.780 | 3.891 |
Healthcare | 11.650 | 11.444 |
Communication Services | 10.640 | 7.833 |
Consumer Cyclical | 9.660 | 13.006 |
Consumer Defensive | 5.400 | 6.880 |
Industrials | 2.560 | 12.414 |
Basic Materials | 2.360 | 6.266 |
Energy | 0.560 | 5.546 |
Real Estate | 0.350 | 2.835 |
Number of long holdings: 95
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes | - | 14.97 | - | - | |
United States Treasury Notes | - | 6.84 | - | - | |
United States Treasury Notes | - | 4.90 | - | - | |
Altria Group, Inc. | - | 2.76 | - | - | |
General Motors Financial Company Inc | - | 2.32 | - | - | |
BP Capital Markets America, Inc. | - | 2.07 | - | - | |
Goldman Sachs Group, Inc. | - | 1.99 | - | - | |
Exxon Mobil Corp. | - | 1.96 | - | - | |
United States Treasury Notes | - | 1.95 | - | - | |
Ares Capital Corp. | - | 1.92 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Yelin Lapidot 30 70 | 1.44B | 2.96 | 2.23 | - | ||
Yelin Lapidot 20/80 | 1.13B | 1.99 | 1.64 | 2.94 | ||
Yelin Lapidot 25/75 | 1.01B | 2.22 | 1.67 | 3.48 | ||
Yelin Lapidot Equity | 992.45M | 7.44 | 1.12 | 7.59 | ||
Yelin Lapidot 90 10 Overseas | 590.62M | 2.86 | 4.92 | - |
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