YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Est. Return 49.07%
This Quarter Est. Return
1 Year Est. Return
+49.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.9M
3
+$8.84M
4
ICL icon
ICL Group
ICL
+$6.86M
5
GLBE icon
Global E Online
GLBE
+$4.85M

Top Sells

1
+$22.9M
2
+$9.09M
3
+$4.79M
4
SPNS icon
Sapiens International
SPNS
+$4.34M
5
TATT icon
TAT Technologies
TATT
+$4.06M

Sector Composition

1 Technology 33.14%
2 Industrials 19.15%
3 Utilities 9.14%
4 Materials 8.81%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
26
Invesco QQQ Trust
QQQ
$385B
$9.53M 0.83%
20,325
-4,025
VEEV icon
27
Veeva Systems
VEEV
$47.5B
$7.57M 0.66%
32,668
-3,405
MA icon
28
Mastercard
MA
$517B
$7.47M 0.65%
13,627
+1,010
GOOG icon
29
Alphabet (Google) Class C
GOOG
$3.05T
$6.95M 0.61%
44,486
-4,097
V icon
30
Visa
V
$670B
$6.89M 0.6%
19,650
+1,273
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.06T
$6.79M 0.59%
12,712
+422
SPOT icon
32
Spotify
SPOT
$139B
$6.49M 0.57%
11,800
-1,505
KEN icon
33
Kenon Holdings
KEN
$2.52B
$6.29M 0.55%
199,472
-6,861
GLBE icon
34
Global E Online
GLBE
$5.79B
$6.12M 0.54%
171,790
+136,040
FTNT icon
35
Fortinet
FTNT
$64.9B
$5.09M 0.44%
48,839
-5,578
WMT icon
36
Walmart
WMT
$854B
$5M 0.44%
56,934
+11,273
CRWD icon
37
CrowdStrike
CRWD
$126B
$4.95M 0.43%
13,257
-3,784
CLBT icon
38
Cellebrite
CLBT
$4.35B
$4.87M 0.43%
250,559
-51,175
FTCS icon
39
First Trust Capital Strength ETF
FTCS
$8.45B
$4.86M 0.43%
54,309
+630
IEI icon
40
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$4.76M 0.42%
40,293
-76,977
NVDA icon
41
NVIDIA
NVDA
$4.39T
$4.48M 0.39%
41,373
-7,936
SHLT
42
DELISTED
SHL Telemedicine Ltd American Depositary Shares
SHLT
$4.45M 0.39%
1,962,525
HYG icon
43
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$4.07M 0.36%
51,636
+1,748
ODD icon
44
ODDITY Tech
ODD
$2.82B
$4.07M 0.36%
94,007
-528,233
CRM icon
45
Salesforce
CRM
$244B
$3.94M 0.34%
14,683
-4,300
NET icon
46
Cloudflare
NET
$73.4B
$3.86M 0.34%
27,960
-4,061
UBER icon
47
Uber
UBER
$192B
$3.81M 0.33%
53,084
+50
GOOGL icon
48
Alphabet (Google) Class A
GOOGL
$3.04T
$3.71M 0.32%
24,023
-1,125
NFLX icon
49
Netflix
NFLX
$474B
$3.71M 0.32%
3,980
-131
CVX icon
50
Chevron
CVX
$313B
$3.31M 0.29%
19,770
-48
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