YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
This Quarter Est. Return
1 Year Est. Return
+74.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$60.9M
2
+$57.8M
3
+$13.8M
4
CAMT icon
Camtek
CAMT
+$9.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.75M

Top Sells

1
+$17.1M
2
+$5.55M
3
+$2.85M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.7M
5
TATT icon
TAT Technologies
TATT
+$2.69M

Sector Composition

1 Technology 33.22%
2 Industrials 20.69%
3 Utilities 13.53%
4 Materials 6.33%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAC icon
351
Macerich
MAC
$4.8B
$16K ﹤0.01%
880
-20,000
DLO icon
352
dLocal
DLO
$4.16B
$15K ﹤0.01%
1,029
-354
KEY icon
353
KeyCorp
KEY
$24.3B
$14.9K ﹤0.01%
798
-115
BA icon
354
Boeing
BA
$198B
$14.8K ﹤0.01%
68
+19
PAY icon
355
Paymentus
PAY
$3.67B
$14K ﹤0.01%
452
-154
ZIM icon
356
ZIM Integrated Shipping Services
ZIM
$2.71B
$13.6K ﹤0.01%
+1,000
EEFT icon
357
Euronet Worldwide
EEFT
$3.14B
$13.2K ﹤0.01%
148
-62
KMB icon
358
Kimberly-Clark
KMB
$33.9B
$13.1K ﹤0.01%
105
-976
HACK icon
359
Amplify Cybersecurity ETF
HACK
$2.03B
$13K ﹤0.01%
150
TAN icon
360
Invesco Solar ETF
TAN
$1.22B
$13K ﹤0.01%
300
-300
IBDT icon
361
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.66B
$12.8K ﹤0.01%
500
QTUM icon
362
Defiance Quantum ETF
QTUM
$3.61B
$12.5K ﹤0.01%
120
-120
AMTM
363
Amentum Holdings
AMTM
$8.71B
$12.5K ﹤0.01%
520
-259
RELY icon
364
Remitly
RELY
$3.02B
$12.3K ﹤0.01%
743
-245
PAYO icon
365
Payoneer
PAYO
$2.14B
$11.7K ﹤0.01%
1,903
-197
VCLT icon
366
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.67B
$11.6K ﹤0.01%
150
FANG icon
367
Diamondback Energy
FANG
$43.1B
$11.1K ﹤0.01%
+77
COP icon
368
ConocoPhillips
COP
$119B
$10.8K ﹤0.01%
113
+32
IXN icon
369
iShares Global Tech ETF
IXN
$6.74B
$10.3K ﹤0.01%
100
CHTR icon
370
Charter Communications
CHTR
$25.1B
$10.2K ﹤0.01%
+37
MINT icon
371
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.7B
$9.97K ﹤0.01%
99
IEF icon
372
iShares 7-10 Year Treasury Bond ETF
IEF
$45.9B
$9.65K ﹤0.01%
100
NDAQ icon
373
Nasdaq
NDAQ
$56.6B
$8.93K ﹤0.01%
430
-45
CTSH icon
374
Cognizant
CTSH
$40.9B
$8.79K ﹤0.01%
+131
NEM icon
375
Newmont
NEM
$134B
$8.37K ﹤0.01%
99
+28
13 14
15
16 17