YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+11.45%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$444M
AUM Growth
+$444M
(+7.5%)
Cap. Flow
+$1.86M
Cap. Flow
% of AUM
0.42%
Top 10 Holdings %
Top 10 Hldgs %
56.01%
Holding
438
New
31
Increased
105
Reduced
127
Closed
85
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$37.8M |
| 2 |
Pfizer
PFE
|
$26.8M |
| 3 |
Takeda Pharmaceutical
TAK
|
$7.3M |
| 4 |
Meta Platforms (Facebook)
META
|
$6.36M |
| 5 |
VanEck Semiconductor ETF
SMH
|
$5.21M |
Top Sells
| 1 |
Ituran Location and Control
ITRN
|
$22M |
| 2 |
Asana
ASAN
|
$9.55M |
| 3 |
Similarweb
SMWB
|
$8.32M |
| 4 |
Arbe Robotics
ARBE
|
$6.14M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$6.14M |
Sector Composition
| 1 | Healthcare | 28% |
| 2 | Technology | 25.56% |
| 3 | Financials | 10.2% |
| 4 | Communication Services | 6.48% |
| 5 | Consumer Discretionary | 3.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
DocuSign
DOCU
$15.3B
| $1.21M | 0.27% |
20,729
-3,706
| -15% | -$216K |
|
|
SPLK
52
DELISTED
Splunk Inc
SPLK
| $1.19M | 0.27% |
12,407
-3,721
| -23% | -$357K |
|
53
Global X US Infrastructure Development ETF
PAVE
$9.25B
| $1.15M | 0.26% |
40,544
+1,730
| +4% | +$49K |
|
54
McDonald's
MCD
$226B
| $1.14M | 0.26% |
4,065
-1,915
| -32% | -$535K |
|
55
Zscaler
ZS
$42.1B
| $1.13M | 0.26% |
9,697
-326
| -3% | -$38.1K |
|
56
Gen Digital
GEN
$18.3B
| $1.12M | 0.25% |
+65,184
| New | +$1.12M |
|
57
Walt Disney
DIS
$211B
| $1.1M | 0.25% |
10,952
-6,773
| -38% | -$678K |
|
58
KraneShares CSI China Internet ETF
KWEB
$8.51B
| $1.04M | 0.24% |
33,474
+2,937
| +10% | +$91.6K |
|
59
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.02M | 0.23% |
3,298
+325
| +11% | +$100K |
|
60
Advanced Micro Devices
AMD
$263B
| $983K | 0.22% |
10,030
-8,020
| -44% | -$786K |
|
61
Cheniere Energy
LNG
$52.6B
| $894K | 0.2% |
5,670
-800
| -12% | -$126K |
|
62
ServiceNow
NOW
$191B
| $824K | 0.19% |
1,773
+150
| +9% | +$69.7K |
|
63
Nutrien
NTR
$27.6B
| $798K | 0.18% |
10,812
-23,712
| -69% | -$1.75M |
|
64
Mondelez International
MDLZ
$79.3B
| $781K | 0.18% |
11,215
+3,691
| +49% | +$257K |
|
65
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.95B
| $780K | 0.18% |
28,000
+20,070
| +253% | +$559K |
|
66
Starbucks
SBUX
$99.2B
| $739K | 0.17% |
7,100
+731
| +11% | +$76.1K |
|
67
Fiserv
FI
$74.3B
| $739K | 0.17% |
6,536
-1,934
| -23% | -$219K |
|
68
iShares Semiconductor ETF
SOXX
$13.4B
| $714K | 0.16% |
4,818
+2,376
| +97% | +$352K |
|
69
SoFi Technologies
SOFI
$29.3B
| $702K | 0.16% |
115,594
-2,000
| -2% | -$12.1K |
|
70
Jacobs Solutions
J
$17.1B
| $670K | 0.15% |
6,900
+2,990
| +76% | +$290K |
|
71
Teva Pharmaceuticals
TEVA
$21.5B
| $667K | 0.15% |
75,420
-4,000
| -5% | -$35.4K |
|
72
First Solar
FSLR
$21.6B
| $663K | 0.15% |
3,050
| – | – |
|
73
L3Harris
LHX
$51.1B
| $636K | 0.14% |
3,240
-7,850
| -71% | -$1.54M |
|
74
iShares US Medical Devices ETF
IHI
$4.27B
| $621K | 0.14% |
11,522
+1,936
| +20% | +$104K |
|
75
UnitedHealth
UNH
$279B
| $601K | 0.14% |
1,273
+125
| +11% | +$59.1K |
|