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
$1.14B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1 +$18.7M
2 +$11.9M
3 +$8.84M
4
ICL icon
ICL Group
ICL
+$6.86M
5
GLBE icon
Global E Online
GLBE
+$4.85M

Top Sells

1 +$22.9M
2 +$9.09M
3 +$4.79M
4
SPNS icon
Sapiens International
SPNS
+$4.34M
5
TATT icon
TAT Technologies
TATT
+$4.06M

Sector Composition

1 Technology 33.14%
2 Industrials 19.15%
3 Utilities 9.14%
4 Materials 8.81%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KBWB icon
301
Invesco KBW Bank ETF
KBWB
$5.03B
$50.8K ﹤0.01%
810
IYG icon
302
iShares US Financial Services ETF
IYG
$1.91B
$50.8K ﹤0.01%
650
+300
WILC icon
303
G. Willi-Food International
WILC
$286M
$49.3K ﹤0.01%
3,240
+235
IBB icon
304
iShares Biotechnology ETF
IBB
$6.17B
$49.2K ﹤0.01%
385
MELI icon
305
Mercado Libre
MELI
$107B
$48.8K ﹤0.01%
25
HLMN icon
306
Hillman Solutions
HLMN
$1.87B
$48.2K ﹤0.01%
5,489
TIP icon
307
iShares TIPS Bond ETF
TIP
$14B
$47.8K ﹤0.01%
430
+60
FOUR icon
308
Shift4
FOUR
$5.18B
$47.6K ﹤0.01%
488
+3
ABT icon
309
Abbott
ABT
$220B
$46.6K ﹤0.01%
415
+335
BUG icon
310
Global X Cybersecurity ETF
BUG
$1.14B
$45.3K ﹤0.01%
1,400
QTEC icon
311
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.95B
$45.1K ﹤0.01%
260
QLTA icon
312
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.77B
$45.1K ﹤0.01%
955
+328
VRSN icon
313
VeriSign
VRSN
$23.4B
$44.7K ﹤0.01%
+176
AMT icon
314
American Tower
AMT
$88.3B
$44.5K ﹤0.01%
205
+6
DAL icon
315
Delta Air Lines
DAL
$38.7B
$43.6K ﹤0.01%
1,000
IGM icon
316
iShares Expanded Tech Sector ETF
IGM
$9.67B
$40.8K ﹤0.01%
450
-150
IWM icon
317
iShares Russell 2000 ETF
IWM
$70.6B
$39.9K ﹤0.01%
+200
BSV icon
318
Vanguard Short-Term Bond ETF
BSV
$39B
$39.8K ﹤0.01%
508
-222
MOAT icon
319
VanEck Morningstar Wide Moat ETF
MOAT
$15.7B
$39.6K ﹤0.01%
450
AXON icon
320
Axon Enterprise
AXON
$56B
$39.4K ﹤0.01%
75
BSCT icon
321
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.31B
$38.9K ﹤0.01%
2,100
XLU icon
322
Utilities Select Sector SPDR Fund
XLU
$22.1B
$37.4K ﹤0.01%
476
CL icon
323
Colgate-Palmolive
CL
$63.1B
$36.9K ﹤0.01%
+394
SCHG icon
324
Schwab US Large-Cap Growth ETF
SCHG
$52.4B
$35.6K ﹤0.01%
1,420
+548
DVA icon
325
DaVita
DVA
$9.15B
$35.5K ﹤0.01%
+232