YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Est. Return 49.07%
This Quarter Est. Return
1 Year Est. Return
+49.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$14.2M
3
+$10.2M
4
NVMI icon
Nova
NVMI
+$5.68M
5
SPNS icon
Sapiens International
SPNS
+$4.1M

Top Sells

1
+$13M
2
+$12.8M
3
+$10.6M
4
SHLT
SHL Telemedicine Ltd American Depositary Shares
SHLT
+$4.45M
5
SPOT icon
Spotify
SPOT
+$4.42M

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 Change
in Stake 		Capital Flow
SJM icon
251
J.M. Smucker
SJM
$11.2B
$121K 0.01%
1,268
+251
MTUM icon
252
iShares MSCI USA Momentum Factor ETF
MTUM
$19B
$118K 0.01%
496
+223
MDT icon
253
Medtronic
MDT
$123B
$118K 0.01%
1,370
+59
IBM icon
254
IBM
IBM
$268B
$118K 0.01%
400
IJH icon
255
iShares Core S&P Mid-Cap ETF
IJH
$99.5B
$114K 0.01%
1,845
EIX icon
256
Edison International
EIX
$22.4B
$114K 0.01%
2,242
+451
GPN icon
257
Global Payments
GPN
$20.8B
$111K 0.01%
1,415
-301
LEN icon
258
Lennar Class A
LEN
$32.4B
$111K 0.01%
1,000
EXPE icon
259
Expedia Group
EXPE
$28B
$110K 0.01%
+650
UNH icon
260
UnitedHealth
UNH
$327B
$107K 0.01%
345
-397
XLU icon
261
Utilities Select Sector SPDR Fund
XLU
$22.2B
$107K 0.01%
1,318
+842
AFRM icon
262
Affirm
AFRM
$23.4B
$106K 0.01%
1,563
-191
GIS icon
263
General Mills
GIS
$26.2B
$104K 0.01%
2,061
+413
OKE icon
264
Oneok
OKE
$43.8B
$102K 0.01%
1,260
+252
EMN icon
265
Eastman Chemical
EMN
$7.03B
$99.3K 0.01%
1,303
+259
CHRD icon
266
Chord Energy
CHRD
$5.11B
$98K 0.01%
1,012
CHKP icon
267
Check Point Software Technologies
CHKP
$20.9B
$96.2K 0.01%
435
ICE icon
268
Intercontinental Exchange
ICE
$89.8B
$96K 0.01%
528
-284
CME icon
269
CME Group
CME
$96.5B
$89.8K 0.01%
327
-177
IYG icon
270
iShares US Financial Services ETF
IYG
$1.9B
$85K 0.01%
1,000
+350
IAK icon
271
iShares US Insurance ETF
IAK
$680M
$84.7K 0.01%
630
CGDV icon
272
Capital Group Dividend Value ETF
CGDV
$22.2B
$84.3K 0.01%
2,150
+1,910
VIS icon
273
Vanguard Industrials ETF
VIS
$6.27B
$84K 0.01%
300
ANET icon
274
Arista Networks
ANET
$184B
$81.8K 0.01%
800
CRWV
275
CoreWeave Inc
CRWV
$60.2B
$81.5K 0.01%
+500
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