YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+11.45%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$444M
AUM Growth
+$31M
(+7.5%)
Cap. Flow
+$1.85M
Cap. Flow
% of AUM
0.42%
Top 10 Holdings %
Top 10 Hldgs %
56.01%
Holding
438
New
31
Increased
105
Reduced
127
Closed
85
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$37.8M |
| 2 |
Pfizer
PFE
|
$26.8M |
| 3 |
Takeda Pharmaceutical
TAK
|
$7.3M |
| 4 |
Meta Platforms (Facebook)
META
|
$6.36M |
| 5 |
VanEck Semiconductor ETF
SMH
|
$5.21M |
Top Sells
| 1 |
Ituran Location and Control
ITRN
|
$22M |
| 2 |
Asana
ASAN
|
$9.55M |
| 3 |
Similarweb
SMWB
|
$8.32M |
| 4 |
Arbe Robotics
ARBE
|
$6.14M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$6.14M |
Sector Composition
| 1 | Healthcare | 28% |
| 2 | Technology | 25.56% |
| 3 | Financials | 10.2% |
| 4 | Communication Services | 6.48% |
| 5 | Consumer Discretionary | 3.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
SL Green Realty
SLG
$4.4B
| $118 | ﹤0.01% |
5
-4
| -44% | -$94 |
|
352
ZimVie
ZIMV
$532M
| $43 | ﹤0.01% |
6
| – | – |
|
353
Accenture
ACN
$159B
| – | – |
-75
| Closed | -$20.1K |
|
354
Analog Devices
ADI
$122B
| – | – |
-1,625
| Closed | -$266K |
|
355
Applovin
APP
$166B
| – | – |
-1,810
| Closed | -$18.9K |
|
|
356
Arbe Robotics
ARBE
$140M
| – | – |
-1,861,324
| Closed | -$6.14M |
|
|
357
Asana
ASAN
$3.18B
| – | – |
-6,950
| Closed | -$9.55M |
|
358
ASML
ASML
$307B
| – | – |
-9,665
| Closed | -$5.33M |
|
359
Bristol-Myers Squibb
BMY
$96B
| – | – |
-40
| Closed | -$2.88K |
|
360
British American Tobacco
BTI
$122B
| – | – |
-1,070
| Closed | -$42.8K |
|
361
Camtek
CAMT
$3.6B
| – | – |
-69,689
| Closed | -$1.53M |
|
362
Check Point Software Technologies
CHKP
$20.7B
| – | – |
-370
| Closed | -$46.7K |
|
363
Ciena
CIEN
$16.5B
| – | – |
-3,900
| Closed | -$198K |
|
364
Comcast
CMCSA
$125B
| – | – |
-7,100
| Closed | -$249K |
|
365
Caesarstone
CSTE
$48.7M
| – | – |
-8,000
| Closed | -$45.8K |
|
366
SPDR Bloomberg Convertible Securities ETF
CWB
$4.42B
| – | – |
-120
| Closed | -$7.72K |
|
367
CyberArk
CYBR
$23.3B
| – | – |
-4,955
| Closed | -$647K |
|
368
Danaos Corp
DAC
$1.75B
| – | – |
-5,000
| Closed | -$273K |
|
369
Amdocs
DOX
$9.46B
| – | – |
-11,325
| Closed | -$1.03M |
|
370
Direxion Daily Regional Banks Bull 3X Shares
DPST
$750M
| – | – |
-20
| Closed | -$4.56K |
|
|
DQ
371
Daqo New Energy
DQ
$1.96B
| – | – |
-5,100
| Closed | -$201K |
|
372
Devon Energy
DVN
$22.1B
| – | – |
-200
| Closed | -$12.2K |
|
373
eHealth
EHTH
$125M
| – | – |
-750
| Closed | -$3.62K |
|
374
Ellomay Capital Ltd
ELLO
| – | – |
-1,166
| Closed | -$17.5K |
|
375
Elbit Systems
ESLT
$22.3B
| – | – |
-200
| Closed | -$32.8K |
|