YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+11.27%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$520M
AUM Growth
+$520M
(+0.01%)
Cap. Flow
-$47.3M
Cap. Flow
% of AUM
-9.09%
Top 10 Holdings %
Top 10 Hldgs %
40.75%
Holding
366
New
28
Increased
97
Reduced
102
Closed
18
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.64M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$4.21M |
| 3 |
Invesco QQQ Trust
QQQ
|
$2.88M |
| 4 |
Veeva Systems
VEEV
|
$2.65M |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
$2.28M |
Top Sells
| 1 |
Tower Semiconductor
TSEM
|
$28.4M |
| 2 |
Sanofi
SNY
|
$12.9M |
| 3 |
Amgen
AMGN
|
$12.7M |
| 4 |
REE Automotive
REE
|
$7.45M |
| 5 |
Enlight Renewable Energy
ENLT
|
$3.9M |
Sector Composition
| 1 | Technology | 45.74% |
| 2 | Healthcare | 11.26% |
| 3 | Financials | 9.6% |
| 4 | Communication Services | 6.49% |
| 5 | Consumer Discretionary | 4.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Vanguard Russell 2000 ETF
VTWO
$12.5B
| $2.28M | 0.44% |
+28,175
| New | +$2.28M |
|
52
Cloudflare
NET
$72B
| $2.26M | 0.43% |
28,981
+4,188
| +17% | +$326K |
|
53
DarioHealth
DRIO
$22.6M
| $2.22M | 0.43% |
1,288,518
| – | – |
|
|
SPLK
54
DELISTED
Splunk Inc
SPLK
| $2.03M | 0.39% |
13,431
+958
| +8% | +$145K |
|
55
Enphase Energy
ENPH
$4.94B
| $1.88M | 0.36% |
14,260
+11,960
| +520% | +$1.58M |
|
56
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.77M | 0.34% |
4,960
+1,319
| +36% | +$470K |
|
57
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $1.76M | 0.34% |
15,929
+76
| +0.5% | +$8.41K |
|
58
iShares Semiconductor ETF
SOXX
$13.3B
| $1.61M | 0.31% |
2,802
+43
| +2% | +$24.8K |
|
59
KLA
KLAC
$110B
| $1.6M | 0.31% |
2,750
-400
| -13% | -$233K |
|
60
Elastic
ESTC
$9.03B
| $1.55M | 0.3% |
13,559
-6,577
| -33% | -$753K |
|
61
Chevron
CVX
$318B
| $1.52M | 0.29% |
10,195
+9,994
| +4,972% | +$1.49M |
|
62
McDonald's
MCD
$226B
| $1.43M | 0.28% |
4,836
+171
| +4% | +$50.7K |
|
63
Nova
NVMI
$7.13B
| $1.42M | 0.27% |
10,300
+5,400
| +110% | +$742K |
|
64
Akamai
AKAM
$11.1B
| $1.38M | 0.27% |
12,085
-2,253
| -16% | -$258K |
|
65
Perion Network
PERI
$422M
| $1.36M | 0.26% |
43,978
| – | – |
|
66
Booz Allen Hamilton
BAH
$13.4B
| $1.34M | 0.26% |
10,679
-2,417
| -18% | -$303K |
|
67
Tesla
TSLA
$1.1T
| $1.33M | 0.26% |
5,356
-49
| -0.9% | -$12.2K |
|
68
Taboola.com
TBLA
$994M
| $1.3M | 0.25% |
300,000
| – | – |
|
69
ServiceNow
NOW
$189B
| $1.29M | 0.25% |
1,828
+80
| +5% | +$56.5K |
|
70
Dynatrace
DT
$15.1B
| $1.28M | 0.25% |
23,647
-7,701
| -25% | -$417K |
|
71
Macerich
MAC
$4.61B
| $1.25M | 0.24% |
81,330
+745
| +0.9% | +$11.5K |
|
72
Equinix
EQIX
$74.5B
| $1.23M | 0.24% |
1,528
-401
| -21% | -$323K |
|
73
Workday
WDAY
$62.5B
| $1.19M | 0.23% |
4,328
-830
| -16% | -$229K |
|
74
Gen Digital
GEN
$18.1B
| $1.15M | 0.22% |
51,740
-22,312
| -30% | -$494K |
|
75
UnitedHealth
UNH
$277B
| $1.09M | 0.21% |
2,072
+260
| +14% | +$137K |
|