YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+11.27%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$520M
AUM Growth
+$520M
(+0.01%)
Cap. Flow
-$47.3M
Cap. Flow
% of AUM
-9.09%
Top 10 Holdings %
Top 10 Hldgs %
40.75%
Holding
366
New
28
Increased
97
Reduced
102
Closed
18
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.64M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$4.21M |
| 3 |
Invesco QQQ Trust
QQQ
|
$2.88M |
| 4 |
Veeva Systems
VEEV
|
$2.65M |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
$2.28M |
Top Sells
| 1 |
Tower Semiconductor
TSEM
|
$28.4M |
| 2 |
Sanofi
SNY
|
$12.9M |
| 3 |
Amgen
AMGN
|
$12.7M |
| 4 |
REE Automotive
REE
|
$7.45M |
| 5 |
Enlight Renewable Energy
ENLT
|
$3.9M |
Sector Composition
| 1 | Technology | 45.74% |
| 2 | Healthcare | 11.26% |
| 3 | Financials | 9.6% |
| 4 | Communication Services | 6.49% |
| 5 | Consumer Discretionary | 4.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alphabet (Google) Class A
GOOGL
$2.78T
| $5.34M | 1.03% |
38,250
-400
| -1% | -$55.9K |
|
27
Camtek
CAMT
$3.49B
| $5.29M | 1.02% |
76,292
-5,812
| -7% | -$403K |
|
28
Nice
NICE
$8.47B
| $4.94M | 0.95% |
24,756
+709
| +3% | +$141K |
|
29
Advanced Micro Devices
AMD
$262B
| $4.77M | 0.92% |
32,389
+7,770
| +32% | +$1.15M |
|
30
iShares Core S&P 500 ETF
IVV
$658B
| $4.44M | 0.85% |
9,300
+1,300
| +16% | +$621K |
|
31
CrowdStrike
CRWD
$104B
| $4.33M | 0.83% |
17,575
+1,417
| +9% | +$349K |
|
32
InMode
INMD
$915M
| $4.23M | 0.81% |
190,051
-98,313
| -34% | -$2.19M |
|
33
Arbe Robotics
ARBE
$136M
| $4.06M | 0.78% |
1,861,324
| – | – |
|
34
Ormat Technologies
ORA
$5.52B
| $3.91M | 0.75% |
51,599
+14,600
| +39% | +$1.11M |
|
35
Uber
UBER
$194B
| $3.84M | 0.74% |
62,362
-4,947
| -7% | -$305K |
|
36
Ulta Beauty
ULTA
$24B
| $3.77M | 0.72% |
7,685
+1,700
| +28% | +$833K |
|
37
Visa
V
$676B
| $3.38M | 0.65% |
12,975
+1,089
| +9% | +$284K |
|
38
Fortinet
FTNT
$58.9B
| $3.27M | 0.63% |
61,964
+31,198
| +101% | +$1.65M |
|
39
Adobe
ADBE
$147B
| $3.24M | 0.62% |
5,439
+507
| +10% | +$302K |
|
40
Datadog
DDOG
$46.1B
| $3.16M | 0.61% |
27,535
+8,845
| +47% | +$1.01M |
|
|
CMCT
41
Creative Media & Community Trust
CMCT
$5.06M
| $3.07M | 0.59% |
832,115
| – | – |
|
42
Novartis
NVS
$248B
| $3.04M | 0.58% |
30,070
-13,730
| -31% | -$1.39M |
|
43
Jacobs Solutions
J
$17.2B
| $3.02M | 0.58% |
23,285
+2,541
| +12% | +$330K |
|
44
Bank of America
BAC
$369B
| $2.94M | 0.56% |
87,228
+12,319
| +16% | +$415K |
|
45
First Trust Capital Strength ETF
FTCS
$8.44B
| $2.85M | 0.55% |
35,697
+7,639
| +27% | +$611K |
|
46
Mondelez International
MDLZ
$79.2B
| $2.79M | 0.54% |
38,519
+1,902
| +5% | +$138K |
|
47
Kornit Digital
KRNT
$644M
| $2.73M | 0.52% |
142,406
-6,500
| -4% | -$125K |
|
|
48
Veeva Systems
VEEV
$44.2B
| $2.65M | 0.51% |
+13,789
| New | +$2.65M |
|
49
Zscaler
ZS
$42.7B
| $2.58M | 0.5% |
11,816
+1,629
| +16% | +$356K |
|
50
JPMorgan Chase
JPM
$816B
| $2.43M | 0.47% |
14,281
-62
| -0.4% | -$10.5K |
|