YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
-4.82%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$520M
AUM Growth
+$520M
(+20%)
Cap. Flow
+$112M
Cap. Flow
% of AUM
21.47%
Top 10 Holdings %
Top 10 Hldgs %
42.1%
Holding
378
New
51
Increased
59
Reduced
130
Closed
40
Top Buys
| 1 |
Ituran Location and Control
ITRN
|
$29.3M |
| 2 |
Tower Semiconductor
TSEM
|
$23.1M |
| 3 |
SolarEdge
SEDG
|
$12.4M |
| 4 |
ODDITY Tech
ODD
|
$10.2M |
| 5 |
Similarweb
SMWB
|
$8.96M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$7.93M |
| 2 |
InMode
INMD
|
$5.28M |
| 3 |
Palo Alto Networks
PANW
|
$2.23M |
| 4 |
Apple
AAPL
|
$1.87M |
| 5 |
Sanofi
SNY
|
$1.8M |
Sector Composition
| 1 | Technology | 44.09% |
| 2 | Healthcare | 19.11% |
| 3 | Financials | 9.19% |
| 4 | Communication Services | 6.05% |
| 5 | Consumer Discretionary | 3.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Bank of America
BAC
$369B
| $2.05M | 0.39% |
74,909
+372
| +0.5% | +$10.2K |
|
52
Fortinet
FTNT
$58.9B
| $1.85M | 0.36% |
30,766
+6,959
| +29% | +$418K |
|
|
SLNA
53
DELISTED
Selina Hospitality PLC Ordinary Shares
SLNA
| $1.78M | 0.34% |
+4,961,679
| New | +$1.78M |
|
54
Datadog
DDOG
$46.1B
| $1.76M | 0.34% |
18,690
+616
| +3% | +$57.9K |
|
55
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $1.62M | 0.31% |
15,853
+846
| +6% | +$86.3K |
|
56
Elastic
ESTC
$9.03B
| $1.59M | 0.31% |
+20,136
| New | +$1.59M |
|
|
SGEN
57
DELISTED
Seagen Inc. Common Stock
SGEN
| $1.59M | 0.31% |
7,500
| – | – |
|
58
Zscaler
ZS
$42.7B
| $1.58M | 0.3% |
10,187
-538
| -5% | -$83.2K |
|
59
Cloudflare
NET
$72B
| $1.53M | 0.29% |
24,793
-48
| -0.2% | -$2.97K |
|
60
Akamai
AKAM
$11.1B
| $1.51M | 0.29% |
14,338
-1,418
| -9% | -$150K |
|
|
SPLK
61
DELISTED
Splunk Inc
SPLK
| $1.49M | 0.29% |
12,473
-1,858
| -13% | -$222K |
|
62
Dynatrace
DT
$15.1B
| $1.47M | 0.28% |
31,348
+2,635
| +9% | +$124K |
|
63
Booz Allen Hamilton
BAH
$13.4B
| $1.46M | 0.28% |
13,096
-1,730
| -12% | -$193K |
|
64
KLA
KLAC
$110B
| $1.44M | 0.28% |
3,150
+800
| +34% | +$367K |
|
65
Energy Select Sector SPDR Fund
XLE
$27.1B
| $1.44M | 0.28% |
15,885
+550
| +4% | +$49.7K |
|
66
Gen Digital
GEN
$18.1B
| $1.41M | 0.27% |
74,052
-7,803
| -10% | -$148K |
|
67
Equinix
EQIX
$74.5B
| $1.4M | 0.27% |
1,929
-138
| -7% | -$100K |
|
68
Tesla
TSLA
$1.1T
| $1.35M | 0.26% |
5,405
+50
| +0.9% | +$12.5K |
|
69
Perion Network
PERI
$422M
| $1.35M | 0.26% |
+43,978
| New | +$1.35M |
|
70
iShares Semiconductor ETF
SOXX
$13.3B
| $1.31M | 0.25% |
2,759
-117
| -4% | -$55.4K |
|
71
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.28M | 0.25% |
3,641
+400
| +12% | +$140K |
|
72
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
| $1.25M | 0.24% |
+16,960
| New | +$1.25M |
|
73
DocuSign
DOCU
$15.4B
| $1.24M | 0.24% |
28,342
+2,497
| +10% | +$109K |
|
74
McDonald's
MCD
$226B
| $1.23M | 0.24% |
4,665
+168
| +4% | +$44.2K |
|
75
CyberArk
CYBR
$23B
| $1.16M | 0.22% |
6,854
+5,849
| +582% | +$994K |
|