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
$1.45B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$14.2M
3
+$10.2M
4
NVMI icon
Nova
NVMI
+$5.68M
5
SPNS icon
Sapiens International
SPNS
+$4.1M

Top Sells

1
+$13M
2
+$12.8M
3
+$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 Change
in Stake 		Capital Flow
MINT icon
376
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$9.95K ﹤0.01%
99
IEF icon
377
iShares 7-10 Year Treasury Bond ETF
IEF
$39B
$9.58K ﹤0.01%
100
IXN icon
378
iShares Global Tech ETF
IXN
$6.38B
$9.23K ﹤0.01%
100
NDAQ icon
379
Nasdaq
NDAQ
$50.2B
$9.04K ﹤0.01%
475
-202
VRTX icon
380
Vertex Pharmaceuticals
VRTX
$109B
$8.9K ﹤0.01%
20
VWO icon
381
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$8.82K ﹤0.01%
180
+90
POOL icon
382
Pool Corp
POOL
$11.1B
$8.74K ﹤0.01%
30
-1,200
RUN icon
383
Sunrun
RUN
$4.55B
$8.18K ﹤0.01%
1,000
ERIE icon
384
Erie Indemnity
ERIE
$16.9B
$7.83K ﹤0.01%
23
-12
COP icon
385
ConocoPhillips
COP
$109B
$7.3K ﹤0.01%
81
-264
MQ icon
386
Marqeta
MQ
$2.09B
$6.7K ﹤0.01%
1,139
-575
FLYW icon
387
Flywire
FLYW
$1.65B
$6.5K ﹤0.01%
570
-58
WELL icon
388
Welltower
WELL
$118B
$6.39K ﹤0.01%
42
-82
OHI icon
389
Omega Healthcare
OHI
$12B
$6.23K ﹤0.01%
170
EVTC icon
390
Evertec
EVTC
$1.97B
$6.07K ﹤0.01%
169
-23
RPAY icon
391
Repay Holdings
RPAY
$377M
$6.06K ﹤0.01%
1,274
+281
IXC icon
392
iShares Global Energy ETF
IXC
$1.85B
$4.52K ﹤0.01%
115
GM icon
393
General Motors
GM
$64.1B
$4.43K ﹤0.01%
90
NEM icon
394
Newmont
NEM
$95.6B
$4.03K ﹤0.01%
71
-173
DIA icon
395
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.7B
$3.97K ﹤0.01%
9
DLR icon
396
Digital Realty Trust
DLR
$58.8B
$3.6K ﹤0.01%
+21
PPA icon
397
Invesco Aerospace & Defense ETF
PPA
$6.58B
$3.54K ﹤0.01%
25
-25
KXI icon
398
iShares Global Consumer Staples ETF
KXI
$875M
$3.27K ﹤0.01%
50
ONTO icon
399
Onto Innovation
ONTO
$6.15B
$3.03K ﹤0.01%
30
TFC icon
400
Truist Financial
TFC
$55.8B
$586 ﹤0.01%
4,636
+28
14 15
16
17 18