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
DVA icon
451
DaVita
DVA
$9.23B
– –
-232
FTXN icon
452
First Trust Nasdaq Oil & Gas ETF
FTXN
$113M
– –
-15,500
IBDS icon
453
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.38B
– –
-380
IDXX icon
454
Idexx Laboratories
IDXX
$50.7B
– –
-25
INTU icon
455
Intuit
INTU
$187B
– –
-450
LULU icon
456
lululemon athletica
LULU
$21.1B
– –
-238
MGNI icon
457
Magnite
MGNI
$2.7B
– –
-800
MRNA icon
458
Moderna
MRNA
$10.5B
– –
-40
PATH icon
459
UiPath
PATH
$7.98B
– –
-2,100
SDY icon
460
SPDR S&P Dividend ETF
SDY
$20.3B
– –
-42
SKX
461
DELISTED
Skechers
SKX
– –
-200
TGT icon
462
Target
TGT
$42.7B
– –
-1,224
TTWO icon
463
Take-Two Interactive
TTWO
$47.1B
– –
-3,061
UNP icon
464
Union Pacific
UNP
$134B
– –
-233
VEU icon
465
Vanguard FTSE All-World ex-US ETF
VEU
$51.1B
– –
-84
VRSN icon
466
VeriSign
VRSN
$23.5B
– –
-176
ZBH icon
467
Zimmer Biomet
ZBH
$20.6B
– –
-50
RSSL
468
Global X Russell 2000 ETF
RSSL
$1.42B
– –
-4,192
SHLT
469
DELISTED
SHL Telemedicine Ltd American Depositary Shares
SHLT
– –
-1,962,525
ABNB icon
470
Airbnb
ABNB
$78.1B
– –
-3,461
ADP icon
471
Automatic Data Processing
ADP
$115B
– –
-113
ARE icon
472
Alexandria Real Estate Equities
ARE
$13.3B
– –
-1,800
BSX icon
473
Boston Scientific
BSX
$154B
– –
-263
CHTR icon
474
Charter Communications
CHTR
$33.5B
– –
-66
CL icon
475
Colgate-Palmolive
CL
$64.5B
– –
-394
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