YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Return 49.07%
This Quarter Return
+23.08%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.45B
AUM Growth
+$308M
Cap. Flow
+$80M
Cap. Flow %
5.51%
Top 10 Hldgs %
57.09%
Holding
479
New
12
Increased
165
Reduced
164
Closed
27

Top Buys

1
ESLT icon
Elbit Systems
ESLT
$70.5M
2
TEVA icon
Teva Pharmaceuticals
TEVA
$14.2M
3
CAMT icon
Camtek
CAMT
$10.2M
4
NVMI icon
Nova
NVMI
$5.68M
5
SPNS icon
Sapiens International
SPNS
$4.1M

Top Sells

1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$13M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$12.8M
3
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
$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 Shares
Change % 		Capital Flow
ABNB icon
451
Airbnb
ABNB
$75.8B
– –
-3,461
Closed -$413K
ADP icon
452
Automatic Data Processing
ADP
$120B
– –
-113
Closed -$34.5K
ARE icon
453
Alexandria Real Estate Equities
ARE
$14.5B
– –
-1,800
Closed -$167K
BSX icon
454
Boston Scientific
BSX
$159B
– –
-263
Closed -$26.5K
CHTR icon
455
Charter Communications
CHTR
$35.7B
– –
-66
Closed -$24.3K
CL icon
456
Colgate-Palmolive
CL
$68.8B
– –
-394
Closed -$36.9K
DFS
457
DELISTED
Discover Financial Services
DFS
– –
-448
Closed -$76.5K
DOCN icon
458
DigitalOcean
DOCN
$2.98B
– –
-425
Closed -$14.2K
DVA icon
459
DaVita
DVA
$9.86B
– –
-232
Closed -$35.5K
FTXN icon
460
First Trust Nasdaq Oil & Gas ETF
FTXN
$121M
– –
-15,500
Closed -$469K
IBDS icon
461
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.3B
– –
-380
Closed -$9.19K
IDXX icon
462
Idexx Laboratories
IDXX
$51.4B
– –
-25
Closed -$10.5K
INTU icon
463
Intuit
INTU
$188B
– –
-450
Closed -$276K
LULU icon
464
lululemon athletica
LULU
$19.9B
– –
-238
Closed -$67.4K
MGNI icon
465
Magnite
MGNI
$3.54B
– –
-800
Closed -$9.13K
MRNA icon
466
Moderna
MRNA
$9.78B
– –
-40
Closed -$1.12K
PATH icon
467
UiPath
PATH
$6.15B
– –
-2,100
Closed -$21.6K
SDY icon
468
SPDR S&P Dividend ETF
SDY
$20.5B
– –
-42
Closed -$5.7K
SKX icon
469
Skechers
SKX
$9.5B
– –
-200
Closed -$11.4K
TGT icon
470
Target
TGT
$42.3B
– –
-1,224
Closed -$128K
TTWO icon
471
Take-Two Interactive
TTWO
$44.2B
– –
-3,061
Closed -$634K
UNP icon
472
Union Pacific
UNP
$131B
– –
-233
Closed -$54.6K
VEU icon
473
Vanguard FTSE All-World ex-US ETF
VEU
$48.8B
– –
-84
Closed -$5.1K
VRSN icon
474
VeriSign
VRSN
$26.2B
– –
-176
Closed -$44.7K
ZBH icon
475
Zimmer Biomet
ZBH
$20.9B
– –
-50
Closed -$5.66K
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