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
$2.09B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1 +$80.3M
2 +$11.5M
3 +$10.5M
4
SEDG icon
SolarEdge
SEDG
+$10.3M
5
ORA icon
Ormat Technologies
ORA
+$8.2M

Top Sells

1 +$16M
2 +$9.52M
3 +$9.02M
4
WIX icon
WIX.com
WIX
+$6.54M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Sector Composition

1 Technology 30.52%
2 Industrials 24.59%
3 Utilities 17.09%
4 Materials 5.22%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WMB icon
401
Williams Companies
WMB
$77.8B
$3.91K ﹤0.01%
65
-45
TBLAW icon
402
Taboola.com Ltd Warrant
TBLAW
$3.8K ﹤0.01%
80,000
OTIS icon
403
Otis Worldwide
OTIS
$35.1B
$3.73K ﹤0.01%
+13,626
XYL icon
404
Xylem
XYL
$34.6B
$3.63K ﹤0.01%
+8,513
IR icon
405
Ingersoll Rand
IR
$34.9B
$3.43K ﹤0.01%
+13,815
ROL icon
406
Rollins
ROL
$30.5B
$3.17K ﹤0.01%
+16,823
DOV icon
407
Dover
DOV
$28.8B
$2.94K ﹤0.01%
+4,796
HUBB icon
408
Hubbell
HUBB
$25.7B
$2.59K ﹤0.01%
+1,858
EVTC icon
409
Evertec
EVTC
$1.93B
$2.21K ﹤0.01%
76
-61
FLYW icon
410
Flywire
FLYW
$1.69B
$2.21K ﹤0.01%
156
-216
MQ icon
411
Marqeta
MQ
$1.98B
$2.17K ﹤0.01%
457
-311
PAYO icon
412
Payoneer
PAYO
$2.12B
$2.12K ﹤0.01%
378
-1,525
FTV icon
413
Fortive
FTV
$17.4B
$1.92K ﹤0.01%
+11,105
USB icon
414
US Bancorp
USB
$87.7B
$1.82K ﹤0.01%
3,270
-842
IEX icon
415
IDEX
IEX
$14.8B
$1.46K ﹤0.01%
+2,617
MAS icon
416
Masco
MAS
$14.5B
$1.45K ﹤0.01%
+7,262
RF icon
417
Regions Financial
RF
$25B
$1.24K ﹤0.01%
4,273
-1,301
AOS icon
418
A.O. Smith
AOS
$10.2B
$1.02K ﹤0.01%
+4,868
SOLV icon
419
Solventum
SOLV
$14B
$951 ﹤0.01%
+12
DUK icon
420
Duke Energy
DUK
$92.3B
$676 ﹤0.01%
1,841
+822
CB icon
421
Chubb
CB
$118B
$526 ﹤0.01%
264
-34
TFC icon
422
Truist Financial
TFC
$64.2B
$513 ﹤0.01%
3,323
-923
SO icon
423
Southern Company
SO
$97.8B
$458 ﹤0.01%
1,675
+1,476
TROW icon
424
T. Rowe Price
TROW
$23.5B
$402 ﹤0.01%
1,254
-361
PLX icon
425
Protalix BioTherapeutics
PLX
$167M
$383 ﹤0.01%
220