YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+5.41%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.14B
AUM Growth
+$31.8M
(+2.9%)
Cap. Flow
+$23.4M
Cap. Flow
% of AUM
2.04%
Top 10 Holdings %
Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$18.7M |
| 2 |
ODYS
Odysight.ai Inc. Common Stock
ODYS
|
$11.9M |
| 3 |
Enlight Renewable Energy
ENLT
|
$8.84M |
| 4 |
ICL Group
ICL
|
$6.86M |
| 5 |
Global E Online
GLBE
|
$4.85M |
Top Sells
| 1 |
ODDITY Tech
ODD
|
$22.9M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$9.09M |
| 3 |
Ituran Location and Control
ITRN
|
$4.79M |
| 4 |
Sapiens International
SPNS
|
$4.34M |
| 5 |
TAT Technologies
TATT
|
$4.06M |
Sector Composition
| 1 | Technology | 33.14% |
| 2 | Industrials | 19.15% |
| 3 | Utilities | 9.14% |
| 4 | Materials | 8.81% |
| 5 | Communication Services | 4.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Eversource Energy
ES
$23.6B
| $147K | 0.01% |
2,362
+286
| +14% | +$17.8K |
|
227
Kraft Heinz
KHC
$32.3B
| $146K | 0.01% |
4,806
+814
| +20% | +$24.8K |
|
228
United Parcel Service
UPS
$72.1B
| $145K | 0.01% |
1,321
+62
| +5% | +$6.82K |
|
229
Lockheed Martin
LMT
$108B
| $144K | 0.01% |
322
+286
| +794% | +$128K |
|
230
iShares US Aerospace & Defense ETF
ITA
$9.3B
| $143K | 0.01% |
936
+85
| +10% | +$13K |
|
231
Amcor
AMCR
$19.1B
| $141K | 0.01% |
14,505
+1,039
| +8% | +$10.1K |
|
232
Vanguard Health Care ETF
VHT
$15.7B
| $140K | 0.01% |
530
| – | – |
|
233
Conagra Brands
CAG
$9.23B
| $140K | 0.01% |
5,258
+847
| +19% | +$22.6K |
|
234
Intercontinental Exchange
ICE
$99.8B
| $140K | 0.01% |
812
+99
| +14% | +$17.1K |
|
235
Dominion Energy
D
$49.7B
| $140K | 0.01% |
2,493
-309
| -11% | -$17.3K |
|
236
Invesco S&P 500 Equal Weight ETF
RSP
$74.1B
| $139K | 0.01% |
805
+640
| +388% | +$110K |
|
237
American Electric Power
AEP
$57.8B
| $137K | 0.01% |
+1,253
| New | +$137K |
|
238
CME Group
CME
$94.4B
| $134K | 0.01% |
504
+61
| +14% | +$16.2K |
|
239
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
| $130K | 0.01% |
661
-1,020
| -61% | -$200K |
|
240
WisdomTree Cloud Computing Fund
WCLD
$342M
| $128K | 0.01% |
3,951
+700
| +22% | +$22.7K |
|
241
Target
TGT
$42.3B
| $128K | 0.01% |
1,224
+224
| +22% | +$23.4K |
|
242
Simon Property Group
SPG
$59.5B
| $127K | 0.01% |
767
-137
| -15% | -$22.8K |
|
243
Kimberly-Clark
KMB
$43.1B
| $126K | 0.01% |
887
+782
| +745% | +$111K |
|
244
Exelon
EXC
$43.9B
| $126K | 0.01% |
2,731
-388
| -12% | -$17.9K |
|
245
Interpublic Group of Companies
IPG
$9.94B
| $124K | 0.01% |
4,579
+579
| +14% | +$15.7K |
|
246
Honeywell
HON
$136B
| $123K | 0.01% |
584
-274
| -32% | -$57.9K |
|
247
Pinnacle West Capital
PNW
$10.6B
| $123K | 0.01% |
1,294
-167
| -11% | -$15.9K |
|
248
Evergy
EVRG
$16.5B
| $122K | 0.01% |
1,771
-503
| -22% | -$34.7K |
|
249
HCA Healthcare
HCA
$98.5B
| $121K | 0.01% |
350
| – | – |
|
250
J.M. Smucker
SJM
$12B
| $120K | 0.01% |
1,017
+129
| +15% | +$15.3K |
|