YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
-4.82%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$520M
AUM Growth
+$86.9M
(+20%)
Cap. Flow
+$111M
Cap. Flow
% of AUM
21.39%
Top 10 Holdings %
Top 10 Hldgs %
42.1%
Holding
378
New
51
Increased
57
Reduced
129
Closed
40
Top Buys
| 1 |
Ituran Location and Control
ITRN
|
$29.3M |
| 2 |
Tower Semiconductor
TSEM
|
$23.1M |
| 3 |
SolarEdge
SEDG
|
$12.4M |
| 4 |
ODDITY Tech
ODD
|
$10.2M |
| 5 |
Similarweb
SMWB
|
$8.96M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$7.93M |
| 2 |
InMode
INMD
|
$5.28M |
| 3 |
Palo Alto Networks
PANW
|
$2.23M |
| 4 |
Apple
AAPL
|
$1.87M |
| 5 |
Sanofi
SNY
|
$1.8M |
Sector Composition
| 1 | Technology | 44.09% |
| 2 | Healthcare | 19.11% |
| 3 | Financials | 9.19% |
| 4 | Communication Services | 6.05% |
| 5 | Consumer Discretionary | 3.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
AstraZeneca
AZN
$253B
| $60.9K | 0.01% |
900
-409
| -31% | -$27.7K |
|
227
iShares US Insurance ETF
IAK
$707M
| $57.7K | 0.01% |
630
| – | – |
|
228
Advanced Drainage Systems
WMS
$11.5B
| $56.9K | 0.01% |
500
| – | – |
|
229
iShares Core US Aggregate Bond ETF
AGG
$131B
| $56.4K | 0.01% |
+600
| New | +$56.4K |
|
230
IBM
IBM
$232B
| $56.1K | 0.01% |
400
| – | – |
|
231
AbbVie
ABBV
$375B
| $55.2K | 0.01% |
370
-280
| -43% | -$41.7K |
|
232
Blackrock
BLK
$170B
| $54.8K | 0.01% |
85
| – | – |
|
233
First Trust Cloud Computing ETF
SKYY
$3.08B
| $53.9K | 0.01% |
710
| – | – |
|
234
Mattel
MAT
$6.06B
| $52.9K | 0.01% |
+2,400
| New | +$52.9K |
|
235
Sunrun
RUN
$4.19B
| $50.2K | 0.01% |
4,000
-800
| -17% | -$10K |
|
236
Shift4
FOUR
$6.01B
| $49.8K | 0.01% |
853
-258
| -23% | -$15.1K |
|
237
Western Union
WU
$2.86B
| $49.4K | 0.01% |
3,892
-1,110
| -22% | -$14.1K |
|
238
Remitly
RELY
$4.02B
| $48.9K | 0.01% |
1,883
-494
| -21% | -$12.8K |
|
239
Check Point Software Technologies
CHKP
$20.7B
| $48.6K | 0.01% |
+365
| New | +$48.6K |
|
240
Citigroup
C
$176B
| $47.9K | 0.01% |
1,168
| – | – |
|
241
The Communication Services Select Sector SPDR Fund
XLC
$25.8B
| $47.8K | 0.01% |
730
| – | – |
|
242
EPAM Systems
EPAM
$9.44B
| $46K | 0.01% |
180
| – | – |
|
243
Floor & Decor
FND
$9.42B
| $45.3K | 0.01% |
+500
| New | +$45.3K |
|
244
Hillman Solutions
HLMN
$2B
| $44.8K | 0.01% |
5,486
| – | – |
|
245
Caesarstone
CSTE
$48.7M
| $44.7K | 0.01% |
+10,438
| New | +$44.7K |
|
246
Invesco KBW Bank ETF
KBWB
$4.87B
| $44.1K | 0.01% |
1,100
-200
| -15% | -$8.01K |
|
247
Vanguard S&P 500 Value ETF
VOOV
$5.69B
| $42.8K | 0.01% |
288
| – | – |
|
248
Euronet Worldwide
EEFT
$3.74B
| $42.7K | 0.01% |
516
-147
| -22% | -$12.2K |
|
249
SPDR Euro Stoxx 50 ETF
FEZ
$4.52B
| $41.7K | 0.01% |
1,001
| – | – |
|
250
Invesco Solar ETF
TAN
$765M
| $40.8K | 0.01% |
787
-965
| -55% | -$50K |
|