YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
This Quarter Est. Return
1 Year Est. Return
+74.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.09B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$11.5M
3
+$10.5M
4
SEDG icon
SolarEdge
SEDG
+$10.3M
5
ORA icon
Ormat Technologies
ORA
+$8.2M

Top Sells

1
+$16M
2
+$9.52M
3
+$9.02M
4
WIX icon
WIX.com
WIX
+$6.54M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Sector Composition

1 Technology 30.52%
2 Industrials 24.59%
3 Utilities 17.09%
4 Materials 5.22%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAR icon
501
Marriott International
MAR
$87.3B
– –
-73
MAC icon
502
Macerich
MAC
$4.8B
– –
-880
LULU icon
503
lululemon athletica
LULU
$22.8B
– –
-31
KMB icon
504
Kimberly-Clark
KMB
$33.6B
– –
-105
KDP icon
505
Keurig Dr Pepper
KDP
$37.3B
– –
-363
IXN icon
506
iShares Global Tech ETF
IXN
$6.71B
– –
-100
ISRG icon
507
Intuitive Surgical
ISRG
$187B
– –
-96
IPG
508
DELISTED
Interpublic Group of Companies
IPG
– –
-6,271
INTU icon
509
Intuit
INTU
$149B
– –
-75
IDXX icon
510
Idexx Laboratories
IDXX
$55.8B
– –
-21
GILD icon
511
Gilead Sciences
GILD
$164B
– –
-332
GEHC icon
512
GE HealthCare
GEHC
$37.4B
– –
-122
FLTR icon
513
VanEck IG Floating Rate ETF
FLTR
$2.56B
– –
-1,086
FANG icon
514
Diamondback Energy
FANG
$43.3B
– –
-77
EA icon
515
Electronic Arts
EA
$51.1B
– –
-3,457
DXCM icon
516
DexCom
DXCM
$28.2B
– –
-105
DRIO icon
517
DarioHealth
DRIO
$80.1M
– –
-32,684
DOCU icon
518
DocuSign
DOCU
$11.3B
– –
-18,172
DFND
519
DELISTED
Siren DIVCON Dividend Defender ETF
DFND
– –
-90,000
DECK icon
520
Deckers Outdoor
DECK
$14.9B
– –
-186
CTSH icon
521
Cognizant
CTSH
$41B
– –
-131
CTAS icon
522
Cintas
CTAS
$78B
– –
-108
CSGP icon
523
CoStar Group
CSGP
$27.5B
– –
-113
CPRT icon
524
Copart
CPRT
$40.3B
– –
-259
CHTR icon
525
Charter Communications
CHTR
$24.6B
– –
-37
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