YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+23.08%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.45B
AUM Growth
+$308M
(+27%)
Cap. Flow
+$80M
Cap. Flow
% of AUM
5.51%
Top 10 Holdings %
Top 10 Hldgs %
57.09%
Holding
479
New
12
Increased
165
Reduced
164
Closed
27
Top Buys
| 1 |
Elbit Systems
ESLT
|
$70.5M |
| 2 |
Teva Pharmaceuticals
TEVA
|
$14.2M |
| 3 |
Camtek
CAMT
|
$10.2M |
| 4 |
Nova
NVMI
|
$5.68M |
| 5 |
Sapiens International
SPNS
|
$4.1M |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
S&P Global
SPGI
$164B
| $150K | 0.01% |
290
-157
| -35% | -$81.3K |
|
227
Exelon
EXC
$43.9B
| $147K | 0.01% |
3,420
+689
| +25% | +$29.6K |
|
228
FirstEnergy
FE
$25.1B
| $144K | 0.01% |
3,617
+724
| +25% | +$28.9K |
|
229
Pinnacle West Capital
PNW
$10.6B
| $143K | 0.01% |
1,620
+326
| +25% | +$28.9K |
|
230
Capital One
COF
$142B
| $143K | 0.01% |
678
+138
| +26% | +$29.2K |
|
231
Host Hotels & Resorts
HST
$12B
| $143K | 0.01% |
9,078
+1,803
| +25% | +$28.4K |
|
232
Simon Property Group
SPG
$59.5B
| $142K | 0.01% |
885
+118
| +15% | +$18.9K |
|
233
American Electric Power
AEP
$57.8B
| $141K | 0.01% |
1,379
+126
| +10% | +$12.9K |
|
234
Progressive
PGR
$143B
| $140K | 0.01% |
531
-479
| -47% | -$126K |
|
235
Kimberly-Clark
KMB
$43.1B
| $138K | 0.01% |
1,081
+194
| +22% | +$24.8K |
|
236
Interpublic Group of Companies
IPG
$9.94B
| $138K | 0.01% |
5,687
+1,108
| +24% | +$26.9K |
|
237
Extra Space Storage
EXR
$31.3B
| $138K | 0.01% |
944
+191
| +25% | +$27.9K |
|
238
Phillips 66
PSX
$53.2B
| $137K | 0.01% |
1,147
+271
| +31% | +$32.3K |
|
239
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.41B
| $134K | 0.01% |
4,460
+1,380
| +45% | +$41.6K |
|
240
Kinder Morgan
KMI
$59.1B
| $134K | 0.01% |
4,630
+924
| +25% | +$26.8K |
|
241
HCA Healthcare
HCA
$98.5B
| $134K | 0.01% |
350
| – | – |
|
242
Conagra Brands
CAG
$9.23B
| $134K | 0.01% |
6,572
+1,314
| +25% | +$26.8K |
|
243
Watsco
WSO
$16.6B
| $132K | 0.01% |
300
| – | – |
|
244
Corpay
CPAY
$22.4B
| $132K | 0.01% |
405
-78
| -16% | -$25.5K |
|
245
Waste Management
WM
$88.6B
| $130K | 0.01% |
+570
| New | +$130K |
|
246
Kenvue
KVUE
$35.7B
| $129K | 0.01% |
6,160
+1,221
| +25% | +$25.5K |
|
247
iShares Cybersecurity and Tech ETF
IHAK
$926M
| $127K | 0.01% |
2,395
+60
| +3% | +$3.19K |
|
248
Williams Companies
WMB
$69.9B
| $127K | 0.01% |
2,029
+237
| +13% | +$14.9K |
|
249
Enphase Energy
ENPH
$5.18B
| $123K | 0.01% |
3,100
-4,170
| -57% | -$165K |
|
250
Cheniere Energy
LNG
$51.8B
| $122K | 0.01% |
500
| – | – |
|