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
$1.14B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.9M
3
+$8.84M
4
ICL icon
ICL Group
ICL
+$6.86M
5
GLBE icon
Global E Online
GLBE
+$4.85M

Top Sells

1
+$22.9M
2
+$9.09M
3
+$4.79M
4
SPNS icon
Sapiens International
SPNS
+$4.34M
5
TATT icon
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 Change
in Stake 		Capital Flow
KVUE icon
251
Kenvue
KVUE
$29.2B
$118K 0.01%
4,939
-1,574
MDT icon
252
Medtronic
MDT
$123B
$118K 0.01%
1,311
-138
FE icon
253
FirstEnergy
FE
$27.2B
$117K 0.01%
2,893
+79
LNG icon
254
Cheniere Energy
LNG
$48.8B
$116K 0.01%
500
LEN icon
255
Lennar Class A
LEN
$32.4B
$115K 0.01%
+1,000
CHRD icon
256
Chord Energy
CHRD
$5.1B
$114K 0.01%
1,012
EXR icon
257
Extra Space Storage
EXR
$32B
$112K 0.01%
+753
IHAK icon
258
iShares Cybersecurity and Tech ETF
IHAK
$929M
$110K 0.01%
2,335
AFRM icon
259
Affirm
AFRM
$23.4B
$108K 0.01%
1,754
+63
PSX icon
260
Phillips 66
PSX
$53.1B
$108K 0.01%
+876
IJH icon
261
iShares Core S&P Mid-Cap ETF
IJH
$99.5B
$108K 0.01%
1,845
WMB icon
262
Williams Companies
WMB
$75.9B
$107K 0.01%
1,792
-912
KMI icon
263
Kinder Morgan
KMI
$61.2B
$106K 0.01%
3,706
-3,505
EIX icon
264
Edison International
EIX
$22.4B
$106K 0.01%
1,791
+313
HST icon
265
Host Hotels & Resorts
HST
$11.4B
$103K 0.01%
7,275
+580
MRK icon
266
Merck
MRK
$219B
$101K 0.01%
1,131
-454
OKE icon
267
Oneok
OKE
$43.8B
$100K 0.01%
1,008
-526
IBM icon
268
IBM
IBM
$268B
$99.5K 0.01%
400
-553
CHKP icon
269
Check Point Software Technologies
CHKP
$21.1B
$99.1K 0.01%
435
-42
GIS icon
270
General Mills
GIS
$26.2B
$98.5K 0.01%
1,648
+130
PNC icon
271
PNC Financial Services
PNC
$71.4B
$98.3K 0.01%
559
+68
COF icon
272
Capital One
COF
$139B
$96.8K 0.01%
540
+66
CSCO icon
273
Cisco
CSCO
$279B
$93.6K 0.01%
1,517
-1,858
SPSB icon
274
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.94B
$92.6K 0.01%
3,080
EMN icon
275
Eastman Chemical
EMN
$7.14B
$92K 0.01%
1,044
+136
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