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
AVGO icon
26
Broadcom
AVGO
$1.56T
$11.1M 0.53%
32,001
+9,325
MU icon
27
Micron Technology
MU
$432B
$10.5M 0.5%
36,848
+17,321
SEDG icon
28
SolarEdge
SEDG
$2.07B
$10.4M 0.5%
360,460
+355,805
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.01T
$10.3M 0.49%
32,755
+2,907
DRS icon
30
Leonardo DRS
DRS
$11B
$10.2M 0.49%
298,000
SMWB icon
31
Similarweb
SMWB
$500M
$8.37M 0.4%
1,171,298
-11,500
CAT icon
32
Caterpillar
CAT
$300B
$7.83M 0.37%
13,658
+6,066
SMH icon
33
VanEck Semiconductor ETF
SMH
$43.1B
$7.14M 0.34%
19,813
+1,450
MGIC
34
Magic Software Enterprises
MGIC
$1.29B
$6.89M 0.33%
264,837
+33,069
PAVE icon
35
Global X US Infrastructure Development ETF
PAVE
$11B
$6.64M 0.32%
138,273
+19,284
DAX icon
36
Global X DAX Germany ETF
DAX
$280M
$6.56M 0.31%
143,564
+17,030
AAPL icon
37
Apple
AAPL
$3.67T
$6.5M 0.31%
23,910
+9,850
V icon
38
Visa
V
$628B
$6.49M 0.31%
18,492
+2,229
WMT icon
39
Walmart Inc
WMT
$942B
$6.31M 0.3%
56,510
-4,896
MA icon
40
Mastercard
MA
$473B
$6.3M 0.3%
11,023
+299
BRK.B icon
41
Berkshire Hathaway Class B
BRK.B
$1.04T
$6.28M 0.3%
12,501
-563
XAR icon
42
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.88B
$6.1M 0.29%
25,188
+3,350
CRWD icon
43
CrowdStrike
CRWD
$113B
$6.08M 0.29%
12,965
+3
CEG icon
44
Constellation Energy
CEG
$105B
$5.98M 0.29%
16,918
+7,761
GILT icon
45
Gilat Satellite Networks
GILT
$1.3B
$5.23M 0.25%
403,746
+363,890
NET icon
46
Cloudflare
NET
$59.5B
$5.13M 0.25%
26,007
-1,587
VCIT icon
47
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.6B
$5.09M 0.24%
60,821
-23,728
CLBT icon
48
Cellebrite
CLBT
$3.87B
$5.08M 0.24%
281,816
-5,768
LQD icon
49
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$28B
$4.72M 0.23%
42,864
-17,540
FTNT icon
50
Fortinet
FTNT
$57.2B
$4.66M 0.22%
58,635
-7,975
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