YDMI
Y.D. More Investments Portfolio holdings
AUM
$2.09B
1-Year Est. Return
74.2%
This Fund
S&P 500
1 Year Est. Return
+74.2%
AUM
$2.09B
AUM Growth
+$317M
(+18%)
Holding
538
Top Buys
| 1 | +$63.4M | |
| 2 | +$12.4M | |
| 3 | +$9.43M | |
| 4 |
Elbit Systems
ESLT
|
+$9.17M |
| 5 |
Ormat Technologies
ORA
|
+$8.16M |
Top Sells
| 1 | +$16M | |
| 2 | +$9.52M | |
| 3 | +$9.45M | |
| 4 |
WIX.com
WIX
|
+$7.62M |
| 5 |
Meta Platforms (Facebook)
META
|
+$2.72M |
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 | |
|---|---|---|---|---|---|---|
401
Williams Companies
WMB
$89.4B
| $3.91K | ﹤0.01% |
65
-45
|
|
||
402
Taboola.com Ltd Warrant
TBLAW
$136K
| $3.8K | ﹤0.01% |
80,000
|
|
||
403
Otis Worldwide
OTIS
$34.7B
| $3.73K | ﹤0.01% |
+13,626
|
|
||
404
Xylem
XYL
$29.9B
| $3.63K | ﹤0.01% |
+8,513
|
|
||
405
Ingersoll Rand
IR
$33.8B
| $3.43K | ﹤0.01% |
+13,815
|
|
||
406
Rollins
ROL
$28B
| $3.17K | ﹤0.01% |
+16,823
|
|
||
407
Dover
DOV
$28.1B
| $2.94K | ﹤0.01% |
+4,796
|
|
||
408
Hubbell
HUBB
$25.1B
| $2.59K | ﹤0.01% |
+1,858
|
|
||
409
Evertec
EVTC
$1.75B
| $2.21K | ﹤0.01% |
76
-61
|
|
||
410
Flywire
FLYW
$1.61B
| $2.21K | ﹤0.01% |
156
-216
|
|
||
411
Marqeta
MQ
$1.72B
| $2.17K | ﹤0.01% |
457
-311
|
|
||
412
Payoneer
PAYO
$1.62B
| $2.12K | ﹤0.01% |
378
-1,525
|
|
||
413
Fortive
FTV
$17.7B
| $1.92K | ﹤0.01% |
+11,105
|
|
||
414
US Bancorp
USB
$81.4B
| $1.82K | ﹤0.01% |
3,270
-842
|
|
||
415
IDEX
IEX
$14.7B
| $1.46K | ﹤0.01% |
+2,617
|
|
||
416
Masco
MAS
$13.1B
| $1.45K | ﹤0.01% |
+7,262
|
|
||
417
Regions Financial
RF
$23.3B
| $1.24K | ﹤0.01% |
4,273
-1,301
|
|
||
418
A.O. Smith
AOS
$9.82B
| $1.02K | ﹤0.01% |
+4,868
|
|
||
419
Solventum
SOLV
$12B
| $951 | ﹤0.01% |
+12
|
|
||
420
Duke Energy
DUK
$103B
| $676 | ﹤0.01% |
1,841
+822
|
|
||
421
Chubb
CB
$128B
| $526 | ﹤0.01% |
264
-34
|
|
||
422
Truist Financial
TFC
$58.4B
| $513 | ﹤0.01% |
3,323
-923
|
|
||
423
Southern Company
SO
$109B
| $458 | ﹤0.01% |
1,675
+1,476
|
|
||
424
T. Rowe Price
TROW
$19.7B
| $402 | ﹤0.01% |
1,254
-361
|
|
||
425
Protalix BioTherapeutics
PLX
$211M
| $383 | ﹤0.01% |
220
|
|