YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+5.59%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$980M
AUM Growth
+$416M
(+74%)
Cap. Flow
+$438M
Cap. Flow
% of AUM
44.65%
Top 10 Holdings %
Top 10 Hldgs %
47.26%
Holding
471
New
139
Increased
104
Reduced
101
Closed
14
Top Buys
| 1 |
Elbit Systems
ESLT
|
$71.1M |
| 2 |
Camtek
CAMT
|
$69.2M |
| 3 |
Nova
NVMI
|
$65.1M |
| 4 |
ICL Group
ICL
|
$62.8M |
| 5 |
Tower Semiconductor
TSEM
|
$35.6M |
Top Sells
| 1 |
SolarEdge
SEDG
|
$4.4M |
| 2 |
Palo Alto Networks
PANW
|
$3.37M |
| 3 |
NVIDIA
NVDA
|
$3.35M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.8M |
| 5 |
Meta Platforms (Facebook)
META
|
$2.62M |
Sector Composition
| 1 | Technology | 48.42% |
| 2 | Industrials | 9.26% |
| 3 | Utilities | 7.37% |
| 4 | Materials | 6.49% |
| 5 | Financials | 5.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Amcor
AMCR
$19.1B
| $121K | 0.01% |
+12,422
| New | +$121K |
|
227
LyondellBasell Industries
LYB
$17.7B
| $121K | 0.01% |
+1,260
| New | +$121K |
|
|
PWSC
228
DELISTED
PowerSchool Holdings, Inc.
PWSC
| $119K | 0.01% |
19,985
-83,839
| -81% | -$499K |
|
229
Equity Residential
EQR
$25.5B
| $116K | 0.01% |
+1,678
| New | +$116K |
|
230
Realty Income
O
$54.2B
| $116K | 0.01% |
+2,199
| New | +$116K |
|
231
CVS Health
CVS
$93.6B
| $116K | 0.01% |
1,960
-300
| -13% | -$17.7K |
|
232
Evergy
EVRG
$16.5B
| $116K | 0.01% |
+2,185
| New | +$116K |
|
233
Dow Inc
DOW
$17.4B
| $115K | 0.01% |
+2,177
| New | +$115K |
|
234
Crown Castle
CCI
$41.9B
| $114K | 0.01% |
+1,168
| New | +$114K |
|
235
HCA Healthcare
HCA
$98.5B
| $112K | 0.01% |
350
| – | – |
|
236
Coca-Cola
KO
$292B
| $112K | 0.01% |
1,765
+1,158
| +191% | +$73.6K |
|
237
Edwards Lifesciences
EW
$47.5B
| $110K | 0.01% |
1,197
| – | – |
|
238
UDR
UDR
$13B
| $109K | 0.01% |
+2,658
| New | +$109K |
|
239
Danaher
DHR
$143B
| $109K | 0.01% |
435
| – | – |
|
240
VICI Properties
VICI
$35.8B
| $108K | 0.01% |
+3,788
| New | +$108K |
|
241
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $108K | 0.01% |
1,845
| – | – |
|
242
American Electric Power
AEP
$57.8B
| $108K | 0.01% |
+1,226
| New | +$108K |
|
243
Entergy
ETR
$39.2B
| $107K | 0.01% |
+2,006
| New | +$107K |
|
244
Corning
GLW
$61B
| $107K | 0.01% |
+2,761
| New | +$107K |
|
245
Eversource Energy
ES
$23.6B
| $106K | 0.01% |
+1,871
| New | +$106K |
|
246
Edison International
EIX
$21B
| $105K | 0.01% |
+1,461
| New | +$105K |
|
247
FirstEnergy
FE
$25.1B
| $104K | 0.01% |
+2,726
| New | +$104K |
|
248
Conagra Brands
CAG
$9.23B
| $104K | 0.01% |
+3,669
| New | +$104K |
|
249
Kimberly-Clark
KMB
$43.1B
| $104K | 0.01% |
+750
| New | +$104K |
|
250
Walt Disney
DIS
$212B
| $103K | 0.01% |
1,042
+597
| +134% | +$59.3K |
|