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
$2.09B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$12.4M
3
+$9.43M
4
ESLT icon
Elbit Systems
ESLT
+$9.17M
5
ORA icon
Ormat Technologies
ORA
+$8.16M

Top Sells

1
+$16M
2
+$9.52M
3
+$9.45M
4
WIX icon
WIX.com
WIX
+$7.62M
5
META icon
Meta Platforms (Facebook)
META
+$2.72M

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
IDXX icon
501
Idexx Laboratories
IDXX
$48.4B
– –
-21
INTU icon
502
Intuit
INTU
$133B
– –
-75
IPG
503
DELISTED
Interpublic Group of Companies
IPG
– –
-6,271
ISRG icon
504
Intuitive Surgical
ISRG
$174B
– –
-96
IXN icon
505
iShares Global Tech ETF
IXN
$6.46B
– –
-100
KDP icon
506
Keurig Dr Pepper
KDP
$38.4B
– –
-363
KMB icon
507
Kimberly-Clark
KMB
$34.7B
– –
-105
LULU icon
508
lululemon athletica
LULU
$20B
– –
-31
MAC icon
509
Macerich
MAC
$4.83B
– –
-880
ON icon
510
ON Semiconductor
ON
$22.4B
– –
-109
ONTO icon
511
Onto Innovation
ONTO
$8.93B
– –
-30
ORLY icon
512
O'Reilly Automotive
ORLY
$79.3B
– –
-227
PAYX icon
513
Paychex
PAYX
$36.2B
– –
-96
PDD icon
514
Pinduoduo
PDD
$145B
– –
-179
PSFE icon
515
Paysafe
PSFE
$434M
– –
-346
RDNT icon
516
RadNet
RDNT
$4.7B
– –
-4,600
REGN icon
517
Regeneron Pharmaceuticals
REGN
$80.3B
– –
-28
ROP icon
518
Roper Technologies
ROP
$37.8B
– –
-29
ROST icon
519
Ross Stores
ROST
$68.5B
– –
-87
RPAY icon
520
Repay Holdings
RPAY
$240M
– –
-825
RSKD icon
521
Riskified
RSKD
$689M
– –
-41,791
SBUX icon
522
Starbucks
SBUX
$113B
– –
-304
SNPS icon
523
Synopsys
SNPS
$83.8B
– –
-49
SPNS
524
DELISTED
Sapiens International
SPNS
– –
-221,261
SYTAW
525
DELISTED
Siyata Mobile Warrant
SYTAW
– –
-201,805
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