YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$58.3M
2
+$49.9M
3
+$12M
4
CAMT icon
Camtek
CAMT
+$7.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.5M

Top Sells

1
+$16.6M
2
+$5.13M
3
+$2.6M
4
CLBT icon
Cellebrite
CLBT
+$2.42M
5
TATT icon
TAT Technologies
TATT
+$2.3M

Sector Composition

1 Technology 33.22%
2 Industrials 20.69%
3 Utilities 13.53%
4 Materials 6.33%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANET icon
251
Arista Networks
ANET
$175B
$117K 0.01%
800
CLX icon
252
Clorox
CLX
$13.6B
$116K 0.01%
+939
PGR icon
253
Progressive
PGR
$119B
$116K 0.01%
468
-63
IBM icon
254
IBM
IBM
$233B
$113K 0.01%
400
PNW icon
255
Pinnacle West Capital
PNW
$12.2B
$112K 0.01%
1,254
-366
ENPH icon
256
Enphase Energy
ENPH
$5.72B
$110K 0.01%
3,100
CTRA icon
257
Coterra Energy
CTRA
$23.7B
$102K 0.01%
+4,306
CHRD icon
258
Chord Energy
CHRD
$6.92B
$101K 0.01%
1,012
XLU icon
259
State Street Utilities Select Sector SPDR ETF
XLU
$24.3B
$95.6K 0.01%
2,196
-440
TMO icon
260
Thermo Fisher Scientific
TMO
$183B
$94.6K 0.01%
195
CHKP icon
261
Check Point Software Technologies
CHKP
$16.6B
$90K 0.01%
435
AFRM icon
262
Affirm
AFRM
$16.5B
$89.9K 0.01%
1,174
-389
CPAY icon
263
Corpay
CPAY
$22.3B
$89.9K 0.01%
312
-93
GPN icon
264
Global Payments
GPN
$20.2B
$88.9K 0.01%
1,070
-345
VIS icon
265
Vanguard Industrials ETF
VIS
$7.21B
$88.9K 0.01%
300
IAK icon
266
iShares US Insurance ETF
IAK
$407M
$84.4K ﹤0.01%
630
VHT icon
267
Vanguard Health Care ETF
VHT
$16.9B
$80.5K ﹤0.01%
310
CVS icon
268
CVS Health
CVS
$96.6B
$78.4K ﹤0.01%
1,040
CME icon
269
CME Group
CME
$109B
$77.8K ﹤0.01%
288
-39
VOOV icon
270
Vanguard S&P 500 Value ETF
VOOV
$6.08B
$77.4K ﹤0.01%
388
EIS icon
271
iShares MSCI Israel ETF
EIS
$867M
$77.3K ﹤0.01%
832
ICE icon
272
Intercontinental Exchange
ICE
$88.1B
$76.8K ﹤0.01%
456
-72
IHF icon
273
iShares US Healthcare Providers ETF
IHF
$700M
$73.6K ﹤0.01%
1,490
BBEU icon
274
JPMorgan BetaBuilders Europe ETF
BBEU
$8.74B
$69.6K ﹤0.01%
1,000
IEUR icon
275
iShares Core MSCI Europe ETF
IEUR
$7.2B
$67.1K ﹤0.01%
984
9 10
11
12 13