YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+4.57%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$413M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.67%
Holding
407
New
407
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Prospect Capital
PSEC
|
$31.8M |
| 2 |
Microsoft
MSFT
|
$23.6M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$22.2M |
| 4 |
Ituran Location and Control
ITRN
|
$22M |
| 5 |
Takeda Pharmaceutical
TAK
|
$16.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 35.67% |
| 2 | Healthcare | 22.15% |
| 3 | Financials | 10.91% |
| 4 | Communication Services | 6.96% |
| 5 | Industrials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Kornit Digital
KRNT
$669M
| $3.66M | 0.89% |
+165,986
| New | +$3.66M |
|
27
Meta Platforms (Facebook)
META
$1.86T
| $3.15M | 0.76% |
+26,159
| New | +$3.15M |
|
28
Ormat Technologies
ORA
$5.56B
| $2.98M | 0.72% |
+34,035
| New | +$2.98M |
|
29
Invesco QQQ Trust
QQQ
$364B
| $2.58M | 0.63% |
+9,688
| New | +$2.58M |
|
30
Pool Corp
POOL
$11.6B
| $2.56M | 0.62% |
+8,343
| New | +$2.56M |
|
31
Nutrien
NTR
$28B
| $2.53M | 0.61% |
+34,524
| New | +$2.53M |
|
32
Perion Network
PERI
$416M
| $2.47M | 0.6% |
+97,477
| New | +$2.47M |
|
33
L3Harris
LHX
$51.9B
| $2.29M | 0.56% |
+11,090
| New | +$2.29M |
|
34
Financial Select Sector SPDR Fund
XLF
$54.1B
| $2.21M | 0.54% |
+64,396
| New | +$2.21M |
|
35
NVIDIA
NVDA
$4.24T
| $2.15M | 0.52% |
+14,755
| New | +$2.15M |
|
36
SolarEdge
SEDG
$2.01B
| $1.95M | 0.47% |
+6,953
| New | +$1.95M |
|
37
iShares Core S&P 500 ETF
IVV
$662B
| $1.93M | 0.47% |
+5,000
| New | +$1.93M |
|
38
Adobe
ADBE
$151B
| $1.87M | 0.45% |
+5,536
| New | +$1.87M |
|
39
Salesforce
CRM
$245B
| $1.82M | 0.44% |
+13,737
| New | +$1.82M |
|
40
NextEra Energy, Inc.
NEE
$148B
| $1.8M | 0.44% |
+21,377
| New | +$1.8M |
|
41
Datadog
DDOG
$47.7B
| $1.71M | 0.41% |
+23,077
| New | +$1.71M |
|
42
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
| $1.69M | 0.41% |
+5,085
| New | +$1.69M |
|
43
Invesco Leisure and Entertainment ETF
PEJ
$362M
| $1.63M | 0.39% |
+44,630
| New | +$1.63M |
|
44
McDonald's
MCD
$224B
| $1.59M | 0.39% |
+5,980
| New | +$1.59M |
|
45
Walt Disney
DIS
$213B
| $1.54M | 0.37% |
+17,725
| New | +$1.54M |
|
46
Camtek
CAMT
$3.78B
| $1.53M | 0.37% |
+69,689
| New | +$1.53M |
|
47
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.52M | 0.37% |
+39,433
| New | +$1.52M |
|
48
Macerich
MAC
$4.65B
| $1.49M | 0.36% |
+132,061
| New | +$1.49M |
|
49
Technology Select Sector SPDR Fund
XLK
$83.9B
| $1.46M | 0.35% |
+11,723
| New | +$1.46M |
|
50
RH
RH
$4.23B
| $1.41M | 0.34% |
+5,249
| New | +$1.41M |
|