YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Est. Return 49.07%
This Quarter Est. Return
1 Year Est. Return
+49.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$14.2M
3
+$10.2M
4
NVMI icon
Nova
NVMI
+$5.68M
5
SPNS icon
Sapiens International
SPNS
+$4.1M

Top Sells

1
+$13M
2
+$12.8M
3
+$10.6M
4
SHLT
SHL Telemedicine Ltd American Depositary Shares
SHLT
+$4.45M
5
SPOT icon
Spotify
SPOT
+$4.42M

Sector Composition

1 Technology 36.02%
2 Industrials 22.3%
3 Utilities 9.91%
4 Materials 8.42%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPGI icon
226
S&P Global
SPGI
$146B
$150K 0.01%
290
-157
EXC icon
227
Exelon
EXC
$48.6B
$147K 0.01%
3,420
+689
FE icon
228
FirstEnergy
FE
$27.3B
$144K 0.01%
3,617
+724
PNW icon
229
Pinnacle West Capital
PNW
$11.1B
$143K 0.01%
1,620
+326
COF icon
230
Capital One
COF
$141B
$143K 0.01%
678
+138
HST icon
231
Host Hotels & Resorts
HST
$11.6B
$143K 0.01%
9,078
+1,803
SPG icon
232
Simon Property Group
SPG
$58.8B
$142K 0.01%
885
+118
AEP icon
233
American Electric Power
AEP
$62.7B
$141K 0.01%
1,379
+126
PGR icon
234
Progressive
PGR
$131B
$140K 0.01%
531
-479
KMB icon
235
Kimberly-Clark
KMB
$39.9B
$138K 0.01%
1,081
+194
IPG icon
236
Interpublic Group of Companies
IPG
$10.2B
$138K 0.01%
5,687
+1,108
EXR icon
237
Extra Space Storage
EXR
$32.3B
$138K 0.01%
944
+191
PSX icon
238
Phillips 66
PSX
$53.1B
$137K 0.01%
1,147
+271
SPSB icon
239
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.94B
$134K 0.01%
4,460
+1,380
KMI icon
240
Kinder Morgan
KMI
$61.2B
$134K 0.01%
4,630
+924
HCA icon
241
HCA Healthcare
HCA
$103B
$134K 0.01%
350
CAG icon
242
Conagra Brands
CAG
$8.98B
$134K 0.01%
6,572
+1,314
WSO icon
243
Watsco Inc
WSO
$14.3B
$132K 0.01%
300
CPAY icon
244
Corpay
CPAY
$20B
$132K 0.01%
405
-78
WM icon
245
Waste Management
WM
$87.2B
$130K 0.01%
+570
KVUE icon
246
Kenvue
KVUE
$29.2B
$129K 0.01%
6,160
+1,221
IHAK icon
247
iShares Cybersecurity and Tech ETF
IHAK
$929M
$127K 0.01%
2,395
+60
WMB icon
248
Williams Companies
WMB
$75.9B
$127K 0.01%
2,029
+237
ENPH icon
249
Enphase Energy
ENPH
$4.72B
$123K 0.01%
3,100
-4,170
LNG icon
250
Cheniere Energy
LNG
$49.3B
$122K 0.01%
500
8 9
10
11 12