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 | |
|---|---|---|---|---|---|---|
251
iShares Cybersecurity and Tech ETF
IHAK
$935M
| $114K | 0.01% |
2,335
| – | – |
|
252
Merck
MRK
$210B
| $112K | 0.01% |
1,585
-157
| -9% | -$11.1K |
|
253
Interpublic Group of Companies
IPG
$9.89B
| $112K | 0.01% |
4,000
+116
| +3% | +$3.25K |
|
254
FirstEnergy
FE
$25B
| $112K | 0.01% |
2,814
+1
| +0% | +$40 |
|
255
LyondellBasell Industries
LYB
$17.6B
| $111K | 0.01% |
1,497
+194
| +15% | +$14.4K |
|
256
Cheniere Energy
LNG
$51.3B
| $107K | 0.01% |
500
| – | – |
|
257
Dow Inc
DOW
$17B
| $106K | 0.01% |
2,649
+394
| +17% | +$15.8K |
|
258
Intercontinental Exchange
ICE
$99.5B
| $106K | 0.01% |
713
+410
| +135% | +$61.1K |
|
259
HCA Healthcare
HCA
$97.8B
| $105K | 0.01% |
350
| – | – |
|
260
Affirm
AFRM
$28B
| $103K | 0.01% |
1,691
-48
| -3% | -$2.92K |
|
261
CME Group
CME
$94.6B
| $103K | 0.01% |
443
+250
| +130% | +$58.1K |
|
262
Walt Disney
DIS
$214B
| $98.5K | 0.01% |
885
+850
| +2,429% | +$94.6K |
|
263
J.M. Smucker
SJM
$11.9B
| $97.8K | 0.01% |
888
-8
| -0.9% | -$881 |
|
264
Hormel Foods
HRL
$14B
| $97.2K | 0.01% |
3,097
+423
| +16% | +$13.3K |
|
265
General Mills
GIS
$26.8B
| $96.8K | 0.01% |
1,518
+225
| +17% | +$14.3K |
|
266
PNC Financial Services
PNC
$80.2B
| $94.7K | 0.01% |
491
+269
| +121% | +$51.9K |
|
267
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.42B
| $91.9K | 0.01% |
3,080
+1,300
| +73% | +$38.8K |
|
268
lululemon athletica
LULU
$19.9B
| $91K | 0.01% |
238
| – | – |
|
269
Apollo Global Management
APO
$76.9B
| $89.4K | 0.01% |
+541
| New | +$89.4K |
|
270
Check Point Software Technologies
CHKP
$21.1B
| $89.1K | 0.01% |
477
| – | – |
|
271
Arista Networks
ANET
$176B
| $88.4K | 0.01% |
+800
| New | +$88.4K |
|
272
Capital One
COF
$141B
| $84.5K | 0.01% |
474
+262
| +124% | +$46.7K |
|
273
Eastman Chemical
EMN
$7.91B
| $82.9K | 0.01% |
908
+17
| +2% | +$1.55K |
|
274
Floor & Decor
FND
$9.45B
| $79.8K | 0.01% |
800
| – | – |
|
275
iShares US Insurance ETF
IAK
$708M
| $79.7K | 0.01% |
630
| – | – |
|