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
$2.09B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$12.4M
3
+$9.43M
4
ESLT icon
Elbit Systems
ESLT
+$9.17M
5
ORA icon
Ormat Technologies
ORA
+$8.16M

Top Sells

1
+$16M
2
+$9.52M
3
+$9.45M
4
WIX icon
WIX.com
WIX
+$7.62M
5
META icon
Meta Platforms (Facebook)
META
+$2.72M

Sector Composition

1 Technology 30.52%
2 Industrials 24.59%
3 Utilities 17.09%
4 Materials 5.22%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KBWB icon
276
Invesco KBW Bank ETF
KBWB
$5.56B
$68.3K ﹤0.01%
810
ICE icon
277
Intercontinental Exchange
ICE
$94.2B
$66.6K ﹤0.01%
411
-45
IJK icon
278
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.59B
$65.9K ﹤0.01%
680
IBB icon
279
iShares Biotechnology ETF
IBB
$8.48B
$65K ﹤0.01%
385
WILC icon
280
G. Willi-Food International
WILC
$388M
$63.3K ﹤0.01%
2,167
-209
EIS icon
281
iShares MSCI Israel ETF
EIS
$886M
$60.6K ﹤0.01%
612
-220
IYG icon
282
iShares US Financial Services ETF
IYG
$1.92B
$60K ﹤0.01%
650
QTEC icon
283
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.89B
$59.9K ﹤0.01%
260
PNC icon
284
PNC Financial Services
PNC
$82.8B
$59.1K ﹤0.01%
283
-32
ETR icon
285
Entergy
ETR
$47.4B
$58.4K ﹤0.01%
+632
PLTR icon
286
Palantir
PLTR
$374B
$53K ﹤0.01%
298
-310
CPAY icon
287
Corpay
CPAY
$22.2B
$53K ﹤0.01%
176
-136
MELI icon
288
Mercado Libre
MELI
$89.7B
$50.5K ﹤0.01%
25
-14
DIS icon
289
Walt Disney
DIS
$180B
$50K ﹤0.01%
438
-86
HLMN icon
290
Hillman Solutions
HLMN
$1.61B
$49.9K ﹤0.01%
5,489
APO icon
291
Apollo Global Management
APO
$62.5B
$48.5K ﹤0.01%
335
-26
TIP icon
292
iShares TIPS Bond ETF
TIP
$14.3B
$47.3K ﹤0.01%
430
TRV icon
293
Travelers Companies
TRV
$65.6B
$46.7K ﹤0.01%
161
-20
MOAT icon
294
VanEck Morningstar Wide Moat ETF
MOAT
$12.5B
$46.6K ﹤0.01%
450
GPN icon
295
Global Payments
GPN
$20.9B
$46.3K ﹤0.01%
598
-472
QLTA icon
296
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.75B
$45.9K ﹤0.01%
955
AFRM icon
297
Affirm
AFRM
$16.9B
$44.4K ﹤0.01%
596
-578
DOX icon
298
Amdocs
DOX
$7.45B
$44.3K ﹤0.01%
550
-115
AXON icon
299
Axon Enterprise
AXON
$44.9B
$42.9K ﹤0.01%
75
-21
MTUM icon
300
iShares MSCI USA Momentum Factor ETF
MTUM
$20.8B
$42.5K ﹤0.01%
170
10 11
12
13 14