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
IXJ icon
326
iShares Global Healthcare ETF
IXJ
$4.05B
$32.7K ﹤0.01%
380
+34
EPAM icon
327
EPAM Systems
EPAM
$8.71B
$31.8K ﹤0.01%
180
EW icon
328
Edwards Lifesciences
EW
$45.1B
$31.3K ﹤0.01%
400
ACGL icon
329
Arch Capital
ACGL
$32.8B
$31.2K ﹤0.01%
345
-470
SKYY icon
330
First Trust Cloud Computing ETF
SKYY
$3.21B
$29.2K ﹤0.01%
240
TTD icon
331
Trade Desk
TTD
$26.3B
$28.8K ﹤0.01%
400
SHEL icon
332
Shell
SHEL
$215B
$28.2K ﹤0.01%
400
VIG icon
333
Vanguard Dividend Appreciation ETF
VIG
$98.1B
$27.8K ﹤0.01%
136
FLTR icon
334
VanEck IG Floating Rate ETF
FLTR
$2.57B
$27.7K ﹤0.01%
1,086
FDN icon
335
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.58B
$26.9K ﹤0.01%
100
ABT icon
336
Abbott
ABT
$223B
$25.9K ﹤0.01%
192
-223
DOCS icon
337
Doximity
DOCS
$12.4B
$24.5K ﹤0.01%
400
WEX icon
338
WEX
WEX
$5.34B
$24.4K ﹤0.01%
166
-47
KNSL icon
339
Kinsale Capital Group
KNSL
$10.5B
$24.2K ﹤0.01%
50
UPST icon
340
Upstart Holdings
UPST
$4.85B
$23.9K ﹤0.01%
370
SYF icon
341
Synchrony
SYF
$26.3B
$23.6K ﹤0.01%
356
-192
SEDG icon
342
SolarEdge
SEDG
$2.23B
$22.4K ﹤0.01%
1,100
RTX icon
343
RTX Corp
RTX
$238B
$21.9K ﹤0.01%
236
-428
QGRO icon
344
American Century US Quality Growth ETF
QGRO
$2.02B
$21.9K ﹤0.01%
+201
QTUM icon
345
Defiance Quantum ETF
QTUM
$2.44B
$21.8K ﹤0.01%
240
+120
AIQ icon
346
Global X Artificial Intelligence & Technology ETF
AIQ
$5.44B
$21.6K ﹤0.01%
500
+250
EEFT icon
347
Euronet Worldwide
EEFT
$3.52B
$21.4K ﹤0.01%
210
-30
IWF icon
348
iShares Russell 1000 Growth ETF
IWF
$123B
$20.4K ﹤0.01%
48
TAN icon
349
Invesco Solar ETF
TAN
$806M
$20.4K ﹤0.01%
600
+300
STNE icon
350
StoneCo
STNE
$4.86B
$20.2K ﹤0.01%
1,316
+542
12 13
14
15 16