YDMI
Y.D. More Investments Portfolio holdings
AUM
$2.09B
1-Year Est. Return
74.2%
This Fund
S&P 500
1 Year Est. Return
+74.2%
AUM
$1.77B
AUM Growth
+$319M
(+22%)
Holding
513
Top Buys
| 1 | +$58.3M | |
| 2 | +$49.9M | |
| 3 | +$12M | |
| 4 |
Camtek
CAMT
|
+$7.88M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$6.5M |
Top Sells
| 1 | +$16.6M | |
| 2 | +$5.13M | |
| 3 | +$2.6M | |
| 4 |
Cellebrite
CLBT
|
+$2.42M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
501
Hilton Worldwide
HLT
$69.6B
| – | – |
-1,500
|
|
||
502
Kenvue
KVUE
$35.2B
| – | – |
-6,160
|
|
||
503
iShares Global Consumer Staples ETF
KXI
$994M
| – | – |
-50
|
|
||
504
Lennar Class A
LEN
$24.7B
| – | – |
-1,000
|
|
||
505
LyondellBasell Industries
LYB
$21.5B
| – | – |
-3,075
|
|
||
506
MarketAxess Holdings
MKTX
$6.62B
| – | – |
-36
|
|
||
507
Pool Corp
POOL
$7.96B
| – | – |
-30
|
|
||
508
Phillips 66
PSX
$65.3B
| – | – |
-1,147
|
|
||
509
American Century US Quality Growth ETF
QGRO
$2.11B
| – | – |
-201
|
|
||
510
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$36.6B
| – | – |
-1,875
|
|