YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Return 49.07%
This Quarter Return
+23.08%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.45B
AUM Growth
+$308M
Cap. Flow
+$80M
Cap. Flow %
5.51%
Top 10 Hldgs %
57.09%
Holding
479
New
12
Increased
165
Reduced
164
Closed
27

Top Buys

1
ESLT icon
Elbit Systems
ESLT
$70.5M
2
TEVA icon
Teva Pharmaceuticals
TEVA
$14.2M
3
CAMT icon
Camtek
CAMT
$10.2M
4
NVMI icon
Nova
NVMI
$5.68M
5
SPNS icon
Sapiens International
SPNS
$4.1M

Top Sells

1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$13M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$12.8M
3
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
$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 Shares
Change % 		Capital Flow
PAY icon
351
Paymentus
PAY
$4.62B
$19.5K ﹤0.01%
606
-77
-11% -$2.48K
VUG icon
352
Vanguard Growth ETF
VUG
$186B
$19.3K ﹤0.01%
44
– –
TBLAW icon
353
Taboola.com Ltd. Warrant
TBLAW
$1.71M
$19.2K ﹤0.01%
80,000
– –
RELY icon
354
Remitly
RELY
$4.02B
$18.7K ﹤0.01%
988
-111
-10% -$2.1K
AMTM
355
Amentum Holdings, Inc.
AMTM
$5.9B
$18.4K ﹤0.01%
779
+355
+84% +$8.38K
TEAM icon
356
Atlassian
TEAM
$45.2B
$18.3K ﹤0.01%
90
– –
GE icon
357
GE Aerospace
GE
$296B
$17.3K ﹤0.01%
68
-346
-84% -$88.1K
MGY icon
358
Magnolia Oil & Gas
MGY
$4.38B
$16.9K ﹤0.01%
750
– –
KBE icon
359
SPDR S&P Bank ETF
KBE
$1.62B
$16.7K ﹤0.01%
300
– –
MUB icon
360
iShares National Muni Bond ETF
MUB
$38.9B
$16.7K ﹤0.01%
160
– –
GRID icon
361
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.18B
$16.7K ﹤0.01%
120
– –
DLO icon
362
dLocal
DLO
$3.94B
$15.9K ﹤0.01%
1,383
+633
+84% +$7.27K
KEY icon
363
KeyCorp
KEY
$20.8B
$15.7K ﹤0.01%
913
-493
-35% -$8.49K
EWJ icon
364
iShares MSCI Japan ETF
EWJ
$15.5B
$15.2K ﹤0.01%
203
– –
PAGS icon
365
PagSeguro Digital
PAGS
$2.8B
$15K ﹤0.01%
1,597
+624
+64% +$5.86K
PAYO icon
366
Payoneer
PAYO
$2.4B
$14.2K ﹤0.01%
2,100
+128
+6% +$865
WU icon
367
Western Union
WU
$2.86B
$13.4K ﹤0.01%
1,601
-251
-14% -$2.1K
HACK icon
368
Amplify Cybersecurity ETF
HACK
$2.29B
$13K ﹤0.01%
150
– –
IBDT icon
369
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.09B
$12.7K ﹤0.01%
500
– –
FEZ icon
370
SPDR Euro Stoxx 50 ETF
FEZ
$4.52B
$11.8K ﹤0.01%
200
+100
+100% +$5.92K
JKHY icon
371
Jack Henry & Associates
JKHY
$11.8B
$11.8K ﹤0.01%
66
-37
-36% -$6.6K
QUAL icon
372
iShares MSCI USA Quality Factor ETF
QUAL
$54.3B
$11.6K ﹤0.01%
64
+32
+100% +$5.8K
VCLT icon
373
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.84B
$11.4K ﹤0.01%
150
– –
AMAT icon
374
Applied Materials
AMAT
$130B
$11K ﹤0.01%
60
– –
BA icon
375
Boeing
BA
$174B
$10.5K ﹤0.01%
+49
New +$10.5K
13 14
15
16 17