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
FDN icon
351
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.64B
$22.2K ﹤0.01%
100
TTD icon
352
Trade Desk
TTD
$26.5B
$21.9K ﹤0.01%
400
PATH icon
353
UiPath
PATH
$8.2B
$21.6K ﹤0.01%
+2,100
RTX icon
354
RTX Corp
RTX
$240B
$20K ﹤0.01%
664
+36
WU icon
355
Western Union
WU
$2.63B
$19.9K ﹤0.01%
1,852
+33
TEAM icon
356
Atlassian
TEAM
$43.4B
$19.1K ﹤0.01%
90
MGY icon
357
Magnolia Oil & Gas
MGY
$4.22B
$18.9K ﹤0.01%
750
JKHY icon
358
Jack Henry & Associates
JKHY
$11.4B
$18.8K ﹤0.01%
103
+13
WELL icon
359
Welltower
WELL
$117B
$18.8K ﹤0.01%
124
+12
PAY icon
360
Paymentus
PAY
$3.86B
$18.8K ﹤0.01%
683
+12
SEDG icon
361
SolarEdge
SEDG
$2.25B
$17.8K ﹤0.01%
1,100
-2,770
IWF icon
362
iShares Russell 1000 Growth ETF
IWF
$124B
$17.3K ﹤0.01%
+48
PAYO icon
363
Payoneer
PAYO
$2.17B
$17.1K ﹤0.01%
1,972
+51
UPST icon
364
Upstart Holdings
UPST
$5.01B
$17K ﹤0.01%
370
MUB icon
365
iShares National Muni Bond ETF
MUB
$40.3B
$16.9K ﹤0.01%
160
VUG icon
366
Vanguard Growth ETF
VUG
$197B
$16.3K ﹤0.01%
44
KBE icon
367
SPDR S&P Bank ETF
KBE
$1.44B
$15.9K ﹤0.01%
300
ERIE icon
368
Erie Indemnity
ERIE
$17B
$14.7K ﹤0.01%
35
+4
DOCN icon
369
DigitalOcean
DOCN
$3.61B
$14.2K ﹤0.01%
425
EWJ icon
370
iShares MSCI Japan ETF
EWJ
$16B
$13.9K ﹤0.01%
203
-85
GRID icon
371
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.87B
$13.6K ﹤0.01%
120
TBLAW icon
372
Taboola.com Ltd Warrant
TBLAW
$1.17M
$13K ﹤0.01%
+80,000
IBDT icon
373
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.14B
$12.6K ﹤0.01%
500
VCLT icon
374
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.51B
$11.4K ﹤0.01%
+150
SKX
375
DELISTED
Skechers
SKX
$11.4K ﹤0.01%
200