YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
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
+$60.9M
2
+$57.8M
3
+$13.8M
4
CAMT icon
Camtek
CAMT
+$9.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.75M

Top Sells

1
+$17.1M
2
+$5.55M
3
+$2.85M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.7M
5
TATT icon
TAT Technologies
TATT
+$2.69M

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
$13.7B
$116K 0.01%
+939
PGR icon
253
Progressive
PGR
$120B
$116K 0.01%
468
-63
IBM icon
254
IBM
IBM
$277B
$113K 0.01%
400
PNW icon
255
Pinnacle West Capital
PNW
$11.2B
$112K 0.01%
1,254
-366
ENPH icon
256
Enphase Energy
ENPH
$5.29B
$110K 0.01%
3,100
CTRA icon
257
Coterra Energy
CTRA
$20.7B
$102K 0.01%
+4,306
CHRD icon
258
Chord Energy
CHRD
$5.33B
$101K 0.01%
1,012
XLU icon
259
State Street Utilities Select Sector SPDR ETF
XLU
$22B
$95.6K 0.01%
2,196
-440
TMO icon
260
Thermo Fisher Scientific
TMO
$240B
$94.6K 0.01%
195
CHKP icon
261
Check Point Software Technologies
CHKP
$19.1B
$90K 0.01%
435
AFRM icon
262
Affirm
AFRM
$23.8B
$89.9K 0.01%
1,174
-389
CPAY icon
263
Corpay
CPAY
$22.8B
$89.9K 0.01%
312
-93
GPN icon
264
Global Payments
GPN
$21.1B
$88.9K 0.01%
1,070
-345
VIS icon
265
Vanguard Industrials ETF
VIS
$6.89B
$88.9K 0.01%
300
IAK icon
266
iShares US Insurance ETF
IAK
$451M
$84.4K ﹤0.01%
630
VHT icon
267
Vanguard Health Care ETF
VHT
$17.8B
$80.5K ﹤0.01%
310
CVS icon
268
CVS Health
CVS
$104B
$78.4K ﹤0.01%
1,040
CME icon
269
CME Group
CME
$101B
$77.8K ﹤0.01%
288
-39
VOOV icon
270
Vanguard S&P 500 Value ETF
VOOV
$6.11B
$77.4K ﹤0.01%
388
EIS icon
271
iShares MSCI Israel ETF
EIS
$715M
$77.3K ﹤0.01%
832
ICE icon
272
Intercontinental Exchange
ICE
$99.6B
$76.8K ﹤0.01%
456
-72
IHF icon
273
iShares US Healthcare Providers ETF
IHF
$773M
$73.6K ﹤0.01%
1,490
BBEU icon
274
JPMorgan BetaBuilders Europe ETF
BBEU
$8.93B
$69.6K ﹤0.01%
1,000
IEUR icon
275
iShares Core MSCI Europe ETF
IEUR
$7.36B
$67.1K ﹤0.01%
984
9 10
11
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