YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
This Quarter Return
+11.27%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$520M
AUM Growth
+$520M
Cap. Flow
-$47.3M
Cap. Flow %
-9.09%
Top 10 Hldgs %
40.75%
Holding
366
New
28
Increased
97
Reduced
102
Closed
18

Top Buys

1
SPY icon
SPDR S&P 500 ETF Trust
SPY
$4.64M
2
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$4.21M
3
QQQ icon
Invesco QQQ Trust
QQQ
$2.88M
4
VEEV icon
Veeva Systems
VEEV
$2.65M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
$2.28M

Top Sells

1
TSEM icon
Tower Semiconductor
TSEM
$28.4M
2
SNY icon
Sanofi
SNY
$12.9M
3
AMGN icon
Amgen
AMGN
$12.7M
4
ENLT icon
Enlight Renewable Energy
ENLT
$3.9M
5
INMD icon
InMode
INMD
$2.19M

Sector Composition

1 Technology 45.74%
2 Healthcare 11.26%
3 Financials 9.6%
4 Communication Services 6.49%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VT icon
351
Vanguard Total World Stock ETF
VT
$51.4B
– –
-80
Closed -$7.45K
SYF icon
352
Synchrony
SYF
$28.1B
– –
-4,345
Closed -$140K
PPH icon
353
VanEck Pharmaceutical ETF
PPH
$625M
– –
-120
Closed -$9.58K
PLUG icon
354
Plug Power
PLUG
$1.72B
– –
-4,000
Closed -$30.4K
MAT icon
355
Mattel
MAT
$5.87B
– –
-2,400
Closed -$52.9K
JKHY icon
356
Jack Henry & Associates
JKHY
$11.8B
– –
-758
Closed -$118K
HUBC icon
357
Hub Cyber Security
HUBC
$21.6M
– –
-2,368
Closed -$549
EEM icon
358
iShares MSCI Emerging Markets ETF
EEM
$19B
– –
-316
Closed -$12K
CVE icon
359
Cenovus Energy
CVE
$29.7B
– –
-5,000
Closed -$104K
COF icon
360
Capital One
COF
$142B
– –
-2,697
Closed -$277K
BFH icon
361
Bread Financial
BFH
$3.07B
– –
-522
Closed -$18K
BEPC icon
362
Brookfield Renewable
BEPC
$5.92B
– –
-1,000
Closed -$23.9K
BABA icon
363
Alibaba
BABA
$325B
– –
-850
Closed -$73.7K
AMGN icon
364
Amgen
AMGN
$153B
– –
-47,230
Closed -$12.7M
ACIW icon
365
ACI Worldwide
ACIW
$5.07B
– –
-1,128
Closed -$26.5K
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15