YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+11.15%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.11B
AUM Growth
+$157M
(+16%)
Cap. Flow
+$72.7M
Cap. Flow
% of AUM
6.54%
Top 10 Holdings %
Top 10 Hldgs %
47.59%
Holding
482
New
35
Increased
187
Reduced
124
Closed
24
Top Buys
| 1 |
Nova
NVMI
|
$13.4M |
| 2 |
Elbit Systems
ESLT
|
$10.8M |
| 3 |
ICL Group
ICL
|
$10.7M |
| 4 |
NYAX
Nayax
NYAX
|
$10.4M |
| 5 |
Tower Semiconductor
TSEM
|
$9.69M |
Top Sells
| 1 |
Apple
AAPL
|
$4.18M |
| 2 |
TAT Technologies
TATT
|
$3.32M |
| 3 |
ASML
ASML
|
$3.05M |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
$2.22M |
| 5 |
NVIDIA
NVDA
|
$1.66M |
Sector Composition
| 1 | Technology | 41.62% |
| 2 | Industrials | 15.02% |
| 3 | Utilities | 8.8% |
| 4 | Materials | 7.41% |
| 5 | Communication Services | 4.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Kenvue
KVUE
$35.7B
| $139K | 0.01% |
6,513
+882
| +16% | +$18.8K |
|
227
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $136K | 0.01% |
1,735
+200
| +13% | +$15.7K |
|
228
Target
TGT
$42.3B
| $135K | 0.01% |
1,000
-280
| -22% | -$37.9K |
|
229
Vanguard Health Care ETF
VHT
$15.7B
| $134K | 0.01% |
530
| – | – |
|
230
Realty Income
O
$54.2B
| $133K | 0.01% |
2,497
+55
| +2% | +$2.94K |
|
231
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $133K | 0.01% |
1,705
+900
| +112% | +$70.2K |
|
232
iShares Core US Aggregate Bond ETF
AGG
$131B
| $133K | 0.01% |
1,370
+570
| +71% | +$55.2K |
|
233
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $133K | 0.01% |
4,050
| – | – |
|
234
Viatris
VTRS
$12.2B
| $130K | 0.01% |
10,425
+1,475
| +16% | +$18.4K |
|
235
Amcor
AMCR
$19.1B
| $127K | 0.01% |
13,466
+634
| +5% | +$5.97K |
|
236
Pinnacle West Capital
PNW
$10.6B
| $124K | 0.01% |
1,461
-194
| -12% | -$16.4K |
|
237
WEC Energy
WEC
$34.7B
| $124K | 0.01% |
1,314
+16
| +1% | +$1.51K |
|
238
iShares US Aerospace & Defense ETF
ITA
$9.3B
| $124K | 0.01% |
851
-9
| -1% | -$1.31K |
|
239
Darden Restaurants
DRI
$24.5B
| $123K | 0.01% |
657
+9
| +1% | +$1.68K |
|
240
Kraft Heinz
KHC
$32.3B
| $123K | 0.01% |
3,992
+1,198
| +43% | +$36.8K |
|
241
Conagra Brands
CAG
$9.23B
| $122K | 0.01% |
4,411
+612
| +16% | +$17K |
|
242
WisdomTree Cloud Computing Fund
WCLD
$342M
| $122K | 0.01% |
3,251
+2,051
| +171% | +$77K |
|
243
Federal Realty Investment Trust
FRT
$8.86B
| $120K | 0.01% |
1,071
+89
| +9% | +$9.96K |
|
244
Eversource Energy
ES
$23.6B
| $119K | 0.01% |
2,076
+143
| +7% | +$8.21K |
|
245
Chord Energy
CHRD
$5.92B
| $118K | 0.01% |
+1,012
| New | +$118K |
|
246
Edison International
EIX
$21B
| $118K | 0.01% |
1,478
-29
| -2% | -$2.32K |
|
247
Exelon
EXC
$43.9B
| $117K | 0.01% |
3,119
+340
| +12% | +$12.8K |
|
248
Host Hotels & Resorts
HST
$12B
| $117K | 0.01% |
6,695
+138
| +2% | +$2.42K |
|
249
Medtronic
MDT
$119B
| $116K | 0.01% |
1,449
+236
| +19% | +$18.9K |
|
250
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $115K | 0.01% |
1,845
| – | – |
|