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 | |
|---|---|---|---|---|---|---|
251
J.M. Smucker
SJM
$12B
| $121K | 0.01% |
1,268
+251
| +25% | +$24K |
|
252
iShares MSCI USA Momentum Factor ETF
MTUM
$18.2B
| $118K | 0.01% |
496
+223
| +82% | +$53.2K |
|
253
Medtronic
MDT
$119B
| $118K | 0.01% |
1,370
+59
| +5% | +$5.08K |
|
254
IBM
IBM
$232B
| $118K | 0.01% |
400
| – | – |
|
255
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $114K | 0.01% |
1,845
| – | – |
|
256
Edison International
EIX
$21B
| $114K | 0.01% |
2,242
+451
| +25% | +$23K |
|
257
Global Payments
GPN
$21.3B
| $111K | 0.01% |
1,415
-301
| -18% | -$23.7K |
|
258
Lennar Class A
LEN
$36.7B
| $111K | 0.01% |
1,000
| – | – |
|
259
Expedia Group
EXPE
$26.6B
| $110K | 0.01% |
+650
| New | +$110K |
|
260
UnitedHealth
UNH
$286B
| $107K | 0.01% |
345
-397
| -54% | -$123K |
|
261
Utilities Select Sector SPDR Fund
XLU
$20.7B
| $107K | 0.01% |
1,318
+842
| +177% | +$68.5K |
|
262
Affirm
AFRM
$28.4B
| $106K | 0.01% |
1,563
-191
| -11% | -$13K |
|
263
General Mills
GIS
$27B
| $104K | 0.01% |
2,061
+413
| +25% | +$20.9K |
|
264
Oneok
OKE
$45.7B
| $102K | 0.01% |
1,260
+252
| +25% | +$20.5K |
|
265
Eastman Chemical
EMN
$7.93B
| $99.3K | 0.01% |
1,303
+259
| +25% | +$19.7K |
|
266
Chord Energy
CHRD
$5.92B
| $98K | 0.01% |
1,012
| – | – |
|
267
Check Point Software Technologies
CHKP
$20.7B
| $96.2K | 0.01% |
435
| – | – |
|
268
Intercontinental Exchange
ICE
$99.8B
| $96K | 0.01% |
528
-284
| -35% | -$51.6K |
|
269
CME Group
CME
$94.4B
| $89.8K | 0.01% |
327
-177
| -35% | -$48.6K |
|
270
iShares US Financial Services ETF
IYG
$1.9B
| $85K | 0.01% |
1,000
+350
| +54% | +$29.8K |
|
271
iShares US Insurance ETF
IAK
$707M
| $84.7K | 0.01% |
630
| – | – |
|
272
Capital Group Dividend Value ETF
CGDV
$21.1B
| $84.3K | 0.01% |
2,150
+1,910
| +796% | +$74.9K |
|
273
Vanguard Industrials ETF
VIS
$6.11B
| $84K | 0.01% |
300
| – | – |
|
274
Arista Networks
ANET
$180B
| $81.8K | 0.01% |
800
| – | – |
|
|
CRWV
275
CoreWeave, Inc. Class A Common Stock
CRWV
$43.5B
| $81.5K | 0.01% |
+500
| New | +$81.5K |
|