YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$58.3M
2
+$49.9M
3
+$12M
4
CAMT icon
Camtek
CAMT
+$7.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.5M

Top Sells

1
+$16.6M
2
+$5.13M
3
+$2.6M
4
CLBT icon
Cellebrite
CLBT
+$2.42M
5
TATT icon
TAT Technologies
TATT
+$2.3M

Sector Composition

1 Technology 33.22%
2 Industrials 20.69%
3 Utilities 13.53%
4 Materials 6.33%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SMWB icon
26
Similarweb
SMWB
$219M
$11.3M 0.64%
1,182,798
-51,500
SPNS
27
DELISTED
Sapiens International
SPNS
$9.52M 0.54%
221,261
+6,581
KEN icon
28
Kenon Holdings
KEN
$4.25B
$8.53M 0.48%
190,057
-27,592
ODYS
29
Odysight.ai Inc
ODYS
$82.2M
$7.88M 0.45%
1,755,253
-37,100
AVGO icon
30
Broadcom
AVGO
$1.98T
$7.48M 0.42%
22,676
+7,344
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$4.08T
$7.26M 0.41%
29,848
+5,975
VCIT icon
32
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.7B
$7.11M 0.4%
84,549
-21,820
LQD icon
33
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
$6.73M 0.38%
60,404
-16,540
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.01T
$6.57M 0.37%
13,064
+673
CRWD icon
35
CrowdStrike
CRWD
$111B
$6.34M 0.36%
12,962
-456
WMT icon
36
Walmart Inc
WMT
$1.04T
$6.33M 0.36%
61,406
+9,817
ODD icon
37
ODDITY Tech
ODD
$896M
$6.14M 0.35%
99,987
+22,600
MA icon
38
Mastercard
MA
$447B
$6.1M 0.34%
10,724
+39
NET icon
39
Cloudflare
NET
$71.6B
$6.01M 0.34%
27,594
-1,882
SMH icon
40
VanEck Semiconductor ETF
SMH
$57.3B
$5.99M 0.34%
18,363
+1,360
PAVE icon
41
Global X US Infrastructure Development ETF
PAVE
$12.8B
$5.66M 0.32%
118,989
+27,843
DAX icon
42
Global X DAX Germany ETF
DAX
$262M
$5.66M 0.32%
126,534
+27,079
FTNT icon
43
Fortinet
FTNT
$61.2B
$5.63M 0.32%
66,610
+8,663
V icon
44
Visa
V
$590B
$5.55M 0.31%
16,263
-250
CLBT icon
45
Cellebrite
CLBT
$3.15B
$5.33M 0.3%
287,584
-153,995
GLBE icon
46
Global E Online
GLBE
$5.21B
$5.17M 0.29%
144,580
-10,040
XAR icon
47
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.82B
$5.13M 0.29%
21,838
+4,838
VEEV icon
48
Veeva Systems
VEEV
$25.6B
$5.02M 0.28%
16,838
-4,135
FTCS icon
49
First Trust Capital Strength ETF
FTCS
$7.84B
$4.91M 0.28%
52,509
-5,955
ARBE icon
50
Arbe Robotics
ARBE
$92.8M
$4.78M 0.27%
2,844,422
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