YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+11.73%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$564M
AUM Growth
+$564M
(+8.4%)
Cap. Flow
-$4.66M
Cap. Flow
% of AUM
-0.83%
Top 10 Holdings %
Top 10 Hldgs %
38.4%
Holding
357
New
9
Increased
122
Reduced
87
Closed
25
Top Buys
| 1 |
Leonardo DRS
DRS
|
$6.58M |
| 2 |
ODDITY Tech
ODD
|
$6.52M |
| 3 |
SolarEdge
SEDG
|
$5.23M |
| 4 |
Palo Alto Networks
PANW
|
$3.71M |
| 5 |
WIX.com
WIX
|
$2.78M |
Top Sells
| 1 |
Pfizer
PFE
|
$22M |
| 2 |
Takeda Pharmaceutical
TAK
|
$17M |
| 3 |
TSMC
TSM
|
$12.7M |
| 4 |
InMode
INMD
|
$4.05M |
| 5 |
Novartis
NVS
|
$3.04M |
Sector Composition
| 1 | Technology | 51.23% |
| 2 | Financials | 9.52% |
| 3 | Communication Services | 7.5% |
| 4 | Consumer Discretionary | 5.6% |
| 5 | Industrials | 3.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Arbe Robotics
ARBE
$136M
| $6.16M | 1.09% |
2,949,088
+1,087,764
| +58% | +$2.27M |
|
27
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
| $6.08M | 1.08% |
78,263
+6,905
| +10% | +$537K |
|
28
CrowdStrike
CRWD
$104B
| $5.98M | 1.06% |
18,647
+1,072
| +6% | +$344K |
|
29
Advanced Micro Devices
AMD
$263B
| $5.37M | 0.95% |
29,729
-2,660
| -8% | -$480K |
|
30
Alphabet (Google) Class A
GOOGL
$2.79T
| $5.19M | 0.92% |
34,378
-3,872
| -10% | -$584K |
|
31
Fortinet
FTNT
$58.7B
| $4.98M | 0.88% |
72,969
+11,005
| +18% | +$752K |
|
32
Veeva Systems
VEEV
$44.4B
| $4.93M | 0.87% |
21,288
+7,499
| +54% | +$1.74M |
|
33
Uber
UBER
$194B
| $4.81M | 0.85% |
62,456
+94
| +0.2% | +$7.24K |
|
34
Datadog
DDOG
$46.2B
| $4.41M | 0.78% |
35,665
+8,130
| +30% | +$1M |
|
35
Visa
V
$681B
| $4.37M | 0.77% |
15,643
+2,668
| +21% | +$745K |
|
36
Elastic
ESTC
$9.17B
| $4.02M | 0.71% |
40,143
+26,584
| +196% | +$2.66M |
|
37
Ulta Beauty
ULTA
$23.8B
| $3.92M | 0.69% |
7,495
-190
| -2% | -$99.3K |
|
38
Adobe
ADBE
$148B
| $3.77M | 0.67% |
7,465
+2,026
| +37% | +$1.02M |
|
39
First Trust Capital Strength ETF
FTCS
$8.46B
| $3.75M | 0.66% |
43,816
+8,119
| +23% | +$695K |
|
40
monday.com
MNDY
$9.55B
| $3.72M | 0.66% |
16,466
+12,258
| +291% | +$2.77M |
|
41
ServiceNow
NOW
$191B
| $3.69M | 0.65% |
4,842
+3,014
| +165% | +$2.3M |
|
42
Berkshire Hathaway Class B
BRK.B
$1.08T
| $3.69M | 0.65% |
8,742
+3,782
| +76% | +$1.6M |
|
43
Jacobs Solutions
J
$17.1B
| $3.63M | 0.64% |
28,563
+412
| +1% | +$52.4K |
|
|
CMCT
44
Creative Media & Community Trust
CMCT
$5.39M
| $3.54M | 0.63% |
3,396
| – | – |
|
45
iShares Core S&P 500 ETF
IVV
$660B
| $3.52M | 0.62% |
6,700
-2,600
| -28% | -$1.37M |
|
|
46
WIX.com
WIX
$8.05B
| $3.36M | 0.59% |
24,413
+20,249
| +486% | +$2.78M |
|
47
Cloudflare
NET
$71.7B
| $3.21M | 0.57% |
33,174
+4,193
| +14% | +$406K |
|
48
Bank of America
BAC
$371B
| $3.09M | 0.55% |
81,402
-5,826
| -7% | -$221K |
|
49
Caterpillar
CAT
$194B
| $2.99M | 0.53% |
8,164
+5,075
| +164% | +$1.86M |
|
50
Mondelez International
MDLZ
$79.3B
| $2.96M | 0.52% |
42,282
+3,763
| +10% | +$263K |
|