YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+11.15%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.11B
AUM Growth
+$157M
(+16%)
Cap. Flow
+$72.7M
Cap. Flow
% of AUM
6.54%
Top 10 Holdings %
Top 10 Hldgs %
47.59%
Holding
482
New
35
Increased
187
Reduced
124
Closed
24
Top Buys
| 1 |
Nova
NVMI
|
$13.4M |
| 2 |
Elbit Systems
ESLT
|
$10.8M |
| 3 |
ICL Group
ICL
|
$10.7M |
| 4 |
NYAX
Nayax
NYAX
|
$10.4M |
| 5 |
Tower Semiconductor
TSEM
|
$9.69M |
Top Sells
| 1 |
Apple
AAPL
|
$4.18M |
| 2 |
TAT Technologies
TATT
|
$3.32M |
| 3 |
ASML
ASML
|
$3.05M |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
$2.22M |
| 5 |
NVIDIA
NVDA
|
$1.66M |
Sector Composition
| 1 | Technology | 41.62% |
| 2 | Industrials | 15.02% |
| 3 | Utilities | 8.8% |
| 4 | Materials | 7.41% |
| 5 | Communication Services | 4.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
SPDR S&P Health Care Equipment ETF
XHE
$155M
| $27.1K | ﹤0.01% |
307
| – | – |
|
327
iShares US Financial Services ETF
IYG
$1.9B
| $27K | ﹤0.01% |
350
| – | – |
|
328
Vanguard Dividend Appreciation ETF
VIG
$95.8B
| $26.6K | ﹤0.01% |
136
| – | – |
|
329
Shell
SHEL
$208B
| $25.1K | ﹤0.01% |
400
| – | – |
|
330
Euronet Worldwide
EEFT
$3.74B
| $24.4K | ﹤0.01% |
237
-14
| -6% | -$1.44K |
|
331
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.31B
| $24.3K | ﹤0.01% |
100
| – | – |
|
332
Schwab US Large-Cap Growth ETF
SCHG
$48.4B
| $24.3K | ﹤0.01% |
872
| – | – |
|
333
Remitly
RELY
$4.02B
| $24.1K | ﹤0.01% |
1,067
-24
| -2% | -$542 |
|
334
Kinsale Capital Group
KNSL
$10.6B
| $23.3K | ﹤0.01% |
+50
| New | +$23.3K |
|
335
Upstart Holdings
UPST
$6.44B
| $22.8K | ﹤0.01% |
+370
| New | +$22.8K |
|
336
Paymentus
PAY
$4.62B
| $21.9K | ﹤0.01% |
671
-25
| -4% | -$817 |
|
337
Atlassian
TEAM
$45.2B
| $21.9K | ﹤0.01% |
+90
| New | +$21.9K |
|
338
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.17B
| $21.7K | ﹤0.01% |
450
-6,670
| -94% | -$322K |
|
339
Doximity
DOCS
$13B
| $21.4K | ﹤0.01% |
+400
| New | +$21.4K |
|
340
KeyCorp
KEY
$20.8B
| $21.2K | ﹤0.01% |
1,238
+673
| +119% | +$11.5K |
|
341
Arm
ARM
$146B
| $20.8K | ﹤0.01% |
169
| – | – |
|
342
Masimo
MASI
$8B
| $19.8K | ﹤0.01% |
+120
| New | +$19.8K |
|
343
iShares MSCI Japan ETF
EWJ
$15.5B
| $19.3K | ﹤0.01% |
288
| – | – |
|
344
Payoneer
PAYO
$2.4B
| $19.3K | ﹤0.01% |
1,921
-24,593
| -93% | -$247K |
|
345
Western Union
WU
$2.86B
| $19.3K | ﹤0.01% |
1,819
-69
| -4% | -$731 |
|
346
Vanguard Growth ETF
VUG
$186B
| $18.1K | ﹤0.01% |
44
| – | – |
|
347
Magnolia Oil & Gas
MGY
$4.38B
| $17.5K | ﹤0.01% |
+750
| New | +$17.5K |
|
348
RTX Corp
RTX
$211B
| $17.5K | ﹤0.01% |
628
+438
| +231% | +$12.2K |
|
349
Lockheed Martin
LMT
$108B
| $17.5K | ﹤0.01% |
+36
| New | +$17.5K |
|
350
dLocal
DLO
$3.94B
| $17.3K | ﹤0.01% |
1,534
-120
| -7% | -$1.35K |
|