YDMI

Y.D. More Investments Portfolio holdings

AUM $2.55B
1-Year Est. Return 104.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+104.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.55B
AUM Growth
+$465M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$81.6M
2
+$53M
3
+$29.5M
4
ORA icon
Ormat Technologies
ORA
+$27.5M
5
NVMI
Nova
NVMI
+$22.1M

Top Sells

1
+$68.8M
2
+$51.8M
3
+$21.4M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$20.6M
5
TSEM icon
Tower Semiconductor
TSEM
+$10.6M

Sector Composition

1 Technology 33.98%
2 Industrials 23.81%
3 Utilities 19.03%
4 Materials 4.22%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQM icon
51
Invesco NASDAQ 100 ETF
QQQM
$93.1B
$4.59M 0.18%
19,300
+13,300
MA icon
52
Mastercard
MA
$434B
$4.53M 0.18%
9,066
-1,957
CEG icon
53
Constellation Energy
CEG
$91B
$4.42M 0.17%
15,807
-1,111
ASML icon
54
ASML
ASML
$633B
$4.4M 0.17%
3,332
+1,123
CRWD icon
55
CrowdStrike
CRWD
$171B
$4.33M 0.17%
11,093
-1,872
J icon
56
Jacobs Solutions
J
$14.5B
$3.89M 0.15%
30,535
+20,235
UNP icon
57
Union Pacific
UNP
$162B
$3.88M 0.15%
15,996
-74
VCIT icon
58
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.8B
$3.88M 0.15%
46,894
-13,927
PH icon
59
Parker-Hannifin
PH
$111B
$3.76M 0.15%
4,200
-123
LQD icon
60
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.3B
$3.73M 0.15%
34,250
-8,614
SOLS
61
Solstice Advanced Materials
SOLS
$12.9B
$3.62M 0.14%
47,579
+47,470
BWAY
62
Brainsway
BWAY
$557M
$3.61M 0.14%
272,004
+42,080
AAPL icon
63
Apple
AAPL
$4.51T
$3.48M 0.14%
13,770
-10,140
HYG icon
64
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.1B
$3.41M 0.13%
42,870
+470
VRT icon
65
Vertiv
VRT
$115B
$3.31M 0.13%
+13,202
FTCS icon
66
First Trust Capital Strength ETF
FTCS
$7.71B
$3.06M 0.12%
33,044
-14,325
LRCX icon
67
Lam Research
LRCX
$379B
$3M 0.12%
14,023
ARBE icon
68
Arbe Robotics
ARBE
$112M
$2.96M 0.12%
2,844,422
NFLX icon
69
Netflix
NFLX
$346B
$2.81M 0.11%
29,205
-5,833
XLF icon
70
State Street Financial Select Sector SPDR ETF
XLF
$49B
$2.47M 0.1%
50,160
+305
FTNT icon
71
Fortinet
FTNT
$106B
$2.39M 0.09%
29,203
-29,432
TSLA icon
72
Tesla
TSLA
$1.47T
$2.35M 0.09%
6,417
-3,291
DDOG icon
73
Datadog
DDOG
$83.3B
$2.3M 0.09%
19,468
-3,135
CVX icon
74
Chevron
CVX
$373B
$2.29M 0.09%
11,007
-130
ONON icon
75
On Holding
ONON
$12.4B
$2.28M 0.09%
67,050
1 2
3
4 5