YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+23.08%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.45B
AUM Growth
+$308M
(+27%)
Cap. Flow
+$80M
Cap. Flow
% of AUM
5.51%
Top 10 Holdings %
Top 10 Hldgs %
57.09%
Holding
479
New
12
Increased
165
Reduced
164
Closed
27
Top Buys
| 1 |
Elbit Systems
ESLT
|
$70.5M |
| 2 |
Teva Pharmaceuticals
TEVA
|
$14.2M |
| 3 |
Camtek
CAMT
|
$10.2M |
| 4 |
Nova
NVMI
|
$5.68M |
| 5 |
Sapiens International
SPNS
|
$4.1M |
Top Sells
Sector Composition
| 1 | Technology | 36.02% |
| 2 | Industrials | 22.3% |
| 3 | Utilities | 9.91% |
| 4 | Materials | 8.42% |
| 5 | Communication Services | 3.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Kenon Holdings
KEN
$2.31B
| $8.97M | 0.62% |
217,649
+18,177
| +9% | +$749K |
|
27
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.5B
| $8.82M | 0.61% |
106,369
-156,312
| -60% | -$13M |
|
28
Alphabet (Google) Class C
GOOG
$2.81T
| $8.5M | 0.59% |
47,972
+3,486
| +8% | +$618K |
|
29
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.6B
| $8.43M | 0.58% |
76,944
-116,332
| -60% | -$12.8M |
|
30
Cellebrite
CLBT
$4B
| $7.07M | 0.49% |
441,579
+191,020
| +76% | +$3.06M |
|
31
CrowdStrike
CRWD
$104B
| $6.73M | 0.46% |
13,418
+161
| +1% | +$80.8K |
|
|
32
Sapiens International
SPNS
$2.4B
| $6.29M | 0.43% |
214,680
+139,938
| +187% | +$4.1M |
|
33
Veeva Systems
VEEV
$44.3B
| $6.04M | 0.42% |
20,973
-11,695
| -36% | -$3.37M |
|
34
Berkshire Hathaway Class B
BRK.B
$1.09T
| $6.02M | 0.41% |
12,391
-321
| -3% | -$156K |
|
35
Fortinet
FTNT
$58.6B
| $6.01M | 0.41% |
57,947
+9,108
| +19% | +$945K |
|
36
Mastercard
MA
$538B
| $6M | 0.41% |
10,685
-2,942
| -22% | -$1.65M |
|
37
Visa
V
$681B
| $5.86M | 0.4% |
16,513
-3,137
| -16% | -$1.11M |
|
38
ODDITY Tech
ODD
$3.47B
| $5.84M | 0.4% |
77,387
-16,620
| -18% | -$1.25M |
|
39
Cloudflare
NET
$73.2B
| $5.73M | 0.39% |
29,476
+1,516
| +5% | +$295K |
|
40
First Trust Capital Strength ETF
FTCS
$8.51B
| $5.31M | 0.37% |
58,464
+4,155
| +8% | +$377K |
|
41
Global E Online
GLBE
$5.95B
| $5.19M | 0.36% |
154,620
-17,170
| -10% | -$576K |
|
42
Arbe Robotics
ARBE
$136M
| $5.06M | 0.35% |
2,844,422
| – | – |
|
43
Walmart
WMT
$805B
| $5.04M | 0.35% |
51,589
-5,345
| -9% | -$523K |
|
44
VanEck Semiconductor ETF
SMH
$27B
| $4.74M | 0.33% |
17,003
+1,616
| +11% | +$451K |
|
45
Spotify
SPOT
$145B
| $4.63M | 0.32% |
6,040
-5,760
| -49% | -$4.42M |
|
46
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $4.58M | 0.32% |
38,423
-1,870
| -5% | -$223K |
|
47
Zscaler
ZS
$41.8B
| $4.53M | 0.31% |
14,358
+1,457
| +11% | +$459K |
|
48
iShares Core S&P 500 ETF
IVV
$666B
| $4.49M | 0.31% |
7,277
+5,235
| +256% | +$3.23M |
|
49
Netflix
NFLX
$534B
| $4.49M | 0.31% |
3,353
-627
| -16% | -$839K |
|
50
Global X DAX Germany ETF
DAX
$303M
| $4.46M | 0.31% |
99,455
+27,915
| +39% | +$1.25M |
|