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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.480 | 3.420 | 0.940 |
Stocks | 3.520 | 3.520 | 0.000 |
Bonds | 88.640 | 88.640 | 0.000 |
Other | 5.360 | 5.360 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.493 | 15.103 |
Price to Book | 3.158 | 2.069 |
Price to Sales | 2.080 | 1.531 |
Price to Cash Flow | 10.507 | 8.399 |
Dividend Yield | 1.389 | 2.632 |
5 Years Earnings Growth | 11.529 | 12.325 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.090 | 17.094 |
Healthcare | 15.960 | 11.449 |
Communication Services | 14.760 | 7.826 |
Consumer Cyclical | 14.450 | 13.019 |
Financial Services | 10.660 | 16.626 |
Industrials | 5.130 | 12.409 |
Basic Materials | 4.480 | 6.291 |
Utilities | 3.630 | 3.891 |
Consumer Defensive | 2.580 | 6.861 |
Energy | 2.450 | 5.547 |
Real Estate | 1.810 | 2.823 |
Number of long holdings: 125
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes | - | 17.49 | - | - | |
United States Treasury Notes | - | 7.75 | - | - | |
United States Treasury Notes | - | 6.67 | - | - | |
Altria Group, Inc. | - | 2.83 | - | - | |
Caterpillar Financial Services Corporation | - | 2.31 | - | - | |
Pfizer Inc. | - | 2.19 | - | - | |
Morgan Stanley | - | 2.18 | - | - | |
Ford Motor Credit Company LLC | - | 1.94 | - | - | |
KSM 4D S&P 500 | IL0011464711 | 1.85 | 21,410 | +0.05% | |
General Motors Financial Company Inc | - | 1.80 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Yelin Lapidot 30 70 | 1.47B | 2.86 | 2.60 | - | ||
Yelin Lapidot 20/80 | 1.14B | 2.00 | 1.97 | 3.03 | ||
Yelin Lapidot 25/75 | 1.03B | 2.23 | 2.03 | 3.56 | ||
Yelin Lapidot Equity | 1.01B | 7.48 | 2.11 | 7.60 | ||
Yelin Lapidot 8020 Growth | 576.79M | 2.27 | 2.33 | - |
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