YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+5.41%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.14B
AUM Growth
+$1.14B
(+2.9%)
Cap. Flow
+$23.4M
Cap. Flow
% of AUM
2.04%
Top 10 Holdings %
Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$18.7M |
| 2 |
ODYS
Odysight.ai Inc. Common Stock
ODYS
|
$11.9M |
| 3 |
Enlight Renewable Energy
ENLT
|
$8.84M |
| 4 |
ICL Group
ICL
|
$6.86M |
| 5 |
Global E Online
GLBE
|
$4.85M |
Top Sells
| 1 |
ODDITY Tech
ODD
|
$22.9M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$9.09M |
| 3 |
Ituran Location and Control
ITRN
|
$4.79M |
| 4 |
Sapiens International
SPNS
|
$4.34M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Invesco QQQ Trust
QQQ
$364B
| $9.53M | 0.83% |
20,325
-4,025
| -17% | -$1.89M |
|
27
Veeva Systems
VEEV
$44.4B
| $7.57M | 0.66% |
32,668
-3,405
| -9% | -$789K |
|
28
Mastercard
MA
$536B
| $7.47M | 0.65% |
13,627
+1,010
| +8% | +$554K |
|
29
Alphabet (Google) Class C
GOOG
$2.79T
| $6.95M | 0.61% |
44,486
-4,097
| -8% | -$640K |
|
30
Visa
V
$681B
| $6.89M | 0.6% |
19,650
+1,273
| +7% | +$446K |
|
31
Berkshire Hathaway Class B
BRK.B
$1.08T
| $6.79M | 0.59% |
12,712
+422
| +3% | +$225K |
|
32
Spotify
SPOT
$143B
| $6.49M | 0.57% |
11,800
-1,505
| -11% | -$828K |
|
33
Kenon Holdings
KEN
$2.29B
| $6.29M | 0.55% |
199,472
-6,861
| -3% | -$216K |
|
|
34
Global E Online
GLBE
$5.69B
| $6.12M | 0.54% |
171,790
+136,040
| +381% | +$4.85M |
|
35
Fortinet
FTNT
$58.7B
| $5.09M | 0.44% |
48,839
-5,578
| -10% | -$581K |
|
36
Walmart
WMT
$793B
| $5M | 0.44% |
56,934
+11,273
| +25% | +$989K |
|
37
CrowdStrike
CRWD
$104B
| $4.95M | 0.43% |
13,257
-3,784
| -22% | -$1.41M |
|
38
Cellebrite
CLBT
$4.04B
| $4.87M | 0.43% |
250,559
-51,175
| -17% | -$994K |
|
39
First Trust Capital Strength ETF
FTCS
$8.46B
| $4.86M | 0.43% |
54,309
+630
| +1% | +$56.4K |
|
|
40
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $4.76M | 0.42% |
40,293
-76,977
| -66% | -$9.09M |
|
41
NVIDIA
NVDA
$4.15T
| $4.48M | 0.39% |
41,373
-7,936
| -16% | -$860K |
|
|
SHLT
42
DELISTED
SHL Telemedicine Ltd American Depositary Shares
SHLT
| $4.45M | 0.39% |
1,962,525
| – | – |
|
43
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
| $4.07M | 0.36% |
51,636
+1,748
| +4% | +$138K |
|
|
44
ODDITY Tech
ODD
$3.39B
| $4.07M | 0.36% |
94,007
-528,233
| -85% | -$22.9M |
|
45
Salesforce
CRM
$245B
| $3.94M | 0.34% |
14,683
-4,300
| -23% | -$1.15M |
|
46
Cloudflare
NET
$71.7B
| $3.86M | 0.34% |
27,960
-4,061
| -13% | -$560K |
|
47
Uber
UBER
$194B
| $3.81M | 0.33% |
53,084
+50
| +0.1% | +$3.59K |
|
|
48
Alphabet (Google) Class A
GOOGL
$2.79T
| $3.71M | 0.32% |
24,023
-1,125
| -4% | -$174K |
|
49
Netflix
NFLX
$521B
| $3.71M | 0.32% |
3,980
-131
| -3% | -$122K |
|
50
Chevron
CVX
$318B
| $3.31M | 0.29% |
19,770
-48
| -0.2% | -$8.03K |
|