YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Est. Return 49.07%
This Quarter Est. Return
1 Year Est. Return
+49.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$14.2M
3
+$10.2M
4
NVMI icon
Nova
NVMI
+$5.68M
5
SPNS icon
Sapiens International
SPNS
+$4.1M

Top Sells

1
+$13M
2
+$12.8M
3
+$10.6M
4
SHLT
SHL Telemedicine Ltd American Depositary Shares
SHLT
+$4.45M
5
SPOT icon
Spotify
SPOT
+$4.42M

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 Change
in Stake 		Capital Flow
IGM icon
301
iShares Expanded Tech Sector ETF
IGM
$9.55B
$50.6K ﹤0.01%
450
WILC icon
302
G. Willi-Food International
WILC
$277M
$50.2K ﹤0.01%
2,590
-650
DAL icon
303
Delta Air Lines
DAL
$39.2B
$49.2K ﹤0.01%
1,000
AIG icon
304
American International
AIG
$43.7B
$49K ﹤0.01%
579
-313
IBB icon
305
iShares Biotechnology ETF
IBB
$6.16B
$48.7K ﹤0.01%
385
TIP icon
306
iShares TIPS Bond ETF
TIP
$14B
$47.3K ﹤0.01%
430
IWM icon
307
iShares Russell 2000 ETF
IWM
$69.8B
$43.2K ﹤0.01%
200
MET icon
308
MetLife
MET
$52.2B
$42.8K ﹤0.01%
532
-286
MRK icon
309
Merck
MRK
$219B
$42.6K ﹤0.01%
542
-589
EUAD
310
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.13B
$42.4K ﹤0.01%
+1,000
MOAT icon
311
VanEck Morningstar Wide Moat ETF
MOAT
$15.6B
$42.2K ﹤0.01%
450
FOUR icon
312
Shift4
FOUR
$5.17B
$42.1K ﹤0.01%
429
-59
IAGG icon
313
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$40.9K ﹤0.01%
800
-480
BSV icon
314
Vanguard Short-Term Bond ETF
BSV
$39B
$40K ﹤0.01%
508
AMT icon
315
American Tower
AMT
$89.5B
$39.5K ﹤0.01%
180
-25
BSCT icon
316
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.31B
$39.3K ﹤0.01%
2,100
HLMN icon
317
Hillman Solutions
HLMN
$1.89B
$39.2K ﹤0.01%
5,489
VTV icon
318
Vanguard Value ETF
VTV
$148B
$39.1K ﹤0.01%
222
+28
XLG icon
319
Invesco S&P 500 Top 50 ETF
XLG
$11B
$37.3K ﹤0.01%
720
+72
XHE icon
320
SPDR S&P Health Care Equipment ETF
XHE
$151M
$36.6K ﹤0.01%
454
+147
URTH icon
321
iShares MSCI World ETF
URTH
$5.9B
$36.4K ﹤0.01%
215
BLK icon
322
Blackrock
BLK
$175B
$35.7K ﹤0.01%
34
SYTAW
323
DELISTED
Siyata Mobile Warrant
SYTAW
$35.3K ﹤0.01%
201,805
SHY icon
324
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$33.1K ﹤0.01%
400
SCHG icon
325
Schwab US Large-Cap Growth ETF
SCHG
$52B
$32.8K ﹤0.01%
1,122
-298
11 12
13
14 15