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 | |
|---|---|---|---|---|---|---|
251
Kenvue
KVUE
$35.7B
| $118K | 0.01% |
4,939
-1,574
| -24% | -$37.7K |
|
252
Medtronic
MDT
$119B
| $118K | 0.01% |
1,311
-138
| -10% | -$12.4K |
|
253
FirstEnergy
FE
$25.1B
| $117K | 0.01% |
2,893
+79
| +3% | +$3.19K |
|
254
Cheniere Energy
LNG
$51.8B
| $116K | 0.01% |
500
| – | – |
|
255
Lennar Class A
LEN
$36.7B
| $115K | 0.01% |
+1,000
| New | +$115K |
|
256
Chord Energy
CHRD
$5.92B
| $114K | 0.01% |
1,012
| – | – |
|
257
Extra Space Storage
EXR
$31.3B
| $112K | 0.01% |
+753
| New | +$112K |
|
258
iShares Cybersecurity and Tech ETF
IHAK
$926M
| $110K | 0.01% |
2,335
| – | – |
|
259
Affirm
AFRM
$28.4B
| $108K | 0.01% |
1,754
+63
| +4% | +$3.89K |
|
260
Phillips 66
PSX
$53.2B
| $108K | 0.01% |
+876
| New | +$108K |
|
261
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $108K | 0.01% |
1,845
| – | – |
|
262
Williams Companies
WMB
$69.9B
| $107K | 0.01% |
1,792
-912
| -34% | -$54.5K |
|
263
Kinder Morgan
KMI
$59.1B
| $106K | 0.01% |
3,706
-3,505
| -49% | -$100K |
|
264
Edison International
EIX
$21B
| $106K | 0.01% |
1,791
+313
| +21% | +$18.4K |
|
265
Host Hotels & Resorts
HST
$12B
| $103K | 0.01% |
7,275
+580
| +9% | +$8.24K |
|
266
Merck
MRK
$212B
| $101K | 0.01% |
1,131
-454
| -29% | -$40.7K |
|
267
Oneok
OKE
$45.7B
| $100K | 0.01% |
1,008
-526
| -34% | -$52.2K |
|
268
IBM
IBM
$232B
| $99.5K | 0.01% |
400
-553
| -58% | -$138K |
|
269
Check Point Software Technologies
CHKP
$20.7B
| $99.1K | 0.01% |
435
-42
| -9% | -$9.57K |
|
270
General Mills
GIS
$27B
| $98.5K | 0.01% |
1,648
+130
| +9% | +$7.77K |
|
271
PNC Financial Services
PNC
$80.5B
| $98.3K | 0.01% |
559
+68
| +14% | +$12K |
|
272
Capital One
COF
$142B
| $96.8K | 0.01% |
540
+66
| +14% | +$11.8K |
|
273
Cisco
CSCO
$264B
| $93.6K | 0.01% |
1,517
-1,858
| -55% | -$115K |
|
274
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.41B
| $92.6K | 0.01% |
3,080
| – | – |
|
275
Eastman Chemical
EMN
$7.93B
| $92K | 0.01% |
1,044
+136
| +15% | +$12K |
|