YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+4.57%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$413M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.67%
Holding
407
New
407
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Prospect Capital
PSEC
|
$31.8M |
| 2 |
Microsoft
MSFT
|
$23.6M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$22.2M |
| 4 |
Ituran Location and Control
ITRN
|
$22M |
| 5 |
Takeda Pharmaceutical
TAK
|
$16.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 35.67% |
| 2 | Healthcare | 22.15% |
| 3 | Financials | 10.91% |
| 4 | Communication Services | 6.96% |
| 5 | Industrials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
CrowdStrike
CRWD
$106B
| $1.4M | 0.34% |
+13,410
| New | +$1.4M |
|
52
Equinix
EQIX
$76.9B
| $1.4M | 0.34% |
+2,108
| New | +$1.4M |
|
|
SPLK
53
DELISTED
Splunk Inc
SPLK
| $1.4M | 0.34% |
+16,128
| New | +$1.4M |
|
54
DocuSign
DOCU
$15.5B
| $1.36M | 0.33% |
+24,435
| New | +$1.36M |
|
55
Okta
OKTA
$16.4B
| $1.32M | 0.32% |
+19,335
| New | +$1.32M |
|
56
Cloudflare
NET
$72.7B
| $1.3M | 0.32% |
+28,695
| New | +$1.3M |
|
57
PayPal
PYPL
$67.1B
| $1.25M | 0.3% |
+17,768
| New | +$1.25M |
|
58
Fortinet
FTNT
$60.4B
| $1.22M | 0.3% |
+24,817
| New | +$1.22M |
|
59
Advanced Micro Devices
AMD
$264B
| $1.17M | 0.28% |
+18,050
| New | +$1.17M |
|
60
Tesla
TSLA
$1.08T
| $1.17M | 0.28% |
+9,597
| New | +$1.17M |
|
61
Intuit
INTU
$186B
| $1.16M | 0.28% |
+2,968
| New | +$1.16M |
|
62
Zscaler
ZS
$43.1B
| $1.12M | 0.27% |
+10,023
| New | +$1.12M |
|
63
Akamai
AKAM
$11.3B
| $1.12M | 0.27% |
+13,207
| New | +$1.12M |
|
64
Global X US Infrastructure Development ETF
PAVE
$9.37B
| $1.03M | 0.25% |
+38,814
| New | +$1.03M |
|
65
Amdocs
DOX
$9.41B
| $1.03M | 0.25% |
+11,325
| New | +$1.03M |
|
66
Cheniere Energy
LNG
$53.1B
| $970K | 0.23% |
+6,470
| New | +$970K |
|
67
Workday
WDAY
$61.6B
| $966K | 0.23% |
+5,758
| New | +$966K |
|
|
SGEN
68
DELISTED
Seagen Inc. Common Stock
SGEN
| $963K | 0.23% |
+7,500
| New | +$963K |
|
69
Elastic
ESTC
$9.04B
| $962K | 0.23% |
+18,632
| New | +$962K |
|
70
KraneShares CSI China Internet ETF
KWEB
$8.49B
| $945K | 0.23% |
+30,537
| New | +$945K |
|
71
Berkshire Hathaway Class B
BRK.B
$1.09T
| $919K | 0.22% |
+2,973
| New | +$919K |
|
|
SEI
72
Solaris Energy Infrastructure, Inc.
SEI
$1.41B
| $896K | 0.22% |
+5,415
| New | +$896K |
|
73
Leonardo DRS
DRS
$11.1B
| $873K | 0.21% |
+67,650
| New | +$873K |
|
74
Taboola.com
TBLA
$991M
| $861K | 0.21% |
+300,000
| New | +$861K |
|
75
Fiserv
FI
$75.1B
| $860K | 0.21% |
+8,470
| New | +$860K |
|