YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+11.73%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$564M
AUM Growth
+$564M
(+8.4%)
Cap. Flow
-$4.66M
Cap. Flow
% of AUM
-0.83%
Top 10 Holdings %
Top 10 Hldgs %
38.4%
Holding
357
New
9
Increased
122
Reduced
87
Closed
25
Top Buys
| 1 |
Leonardo DRS
DRS
|
$6.58M |
| 2 |
ODDITY Tech
ODD
|
$6.52M |
| 3 |
SolarEdge
SEDG
|
$5.23M |
| 4 |
Palo Alto Networks
PANW
|
$3.71M |
| 5 |
WIX.com
WIX
|
$2.78M |
Top Sells
| 1 |
Pfizer
PFE
|
$22M |
| 2 |
Takeda Pharmaceutical
TAK
|
$17M |
| 3 |
TSMC
TSM
|
$12.7M |
| 4 |
InMode
INMD
|
$4.05M |
| 5 |
Novartis
NVS
|
$3.04M |
Sector Composition
| 1 | Technology | 51.23% |
| 2 | Financials | 9.52% |
| 3 | Communication Services | 7.5% |
| 4 | Consumer Discretionary | 5.6% |
| 5 | Industrials | 3.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Zscaler
ZS
$42.1B
| $2.95M | 0.52% |
15,332
+3,516
| +30% | +$677K |
|
52
Ormat Technologies
ORA
$5.51B
| $2.94M | 0.52% |
44,410
-7,189
| -14% | -$476K |
|
53
JPMorgan Chase
JPM
$824B
| $2.69M | 0.48% |
13,417
-864
| -6% | -$173K |
|
54
KLA
KLAC
$111B
| $1.97M | 0.35% |
2,825
+75
| +3% | +$52.4K |
|
55
iShares Semiconductor ETF
SOXX
$13.4B
| $1.93M | 0.34% |
8,562
+5,760
| +206% | +$35.2K |
|
56
Workday
WDAY
$62.3B
| $1.93M | 0.34% |
7,078
+2,750
| +64% | +$750K |
|
57
Akamai
AKAM
$11.1B
| $1.92M | 0.34% |
17,628
+5,543
| +46% | +$603K |
|
58
Booz Allen Hamilton
BAH
$13.2B
| $1.9M | 0.34% |
12,820
+2,141
| +20% | +$318K |
|
59
Netflix
NFLX
$521B
| $1.87M | 0.33% |
3,075
+1,437
| +88% | +$873K |
|
60
Chevron
CVX
$318B
| $1.86M | 0.33% |
11,826
+1,631
| +16% | +$257K |
|
61
DarioHealth
DRIO
$22.6M
| $1.84M | 0.33% |
1,202,731
-85,787
| -7% | -$131K |
|
62
Walmart
WMT
$793B
| $1.82M | 0.32% |
30,170
+25,730
| +580% | +$1.01M |
|
63
Nova
NVMI
$7.08B
| $1.81M | 0.32% |
10,200
-100
| -1% | -$17.7K |
|
64
Chipotle Mexican Grill
CMG
$56B
| $1.74M | 0.31% |
598
+388
| +185% | +$1.13M |
|
65
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.4B
| $1.74M | 0.31% |
15,938
+9
| +0.1% | +$980 |
|
66
Dynatrace
DT
$15.1B
| $1.71M | 0.3% |
36,802
+13,155
| +56% | +$611K |
|
67
McDonald's
MCD
$226B
| $1.71M | 0.3% |
6,055
+1,219
| +25% | +$344K |
|
68
Gen Digital
GEN
$18.3B
| $1.66M | 0.29% |
74,135
+22,395
| +43% | +$502K |
|
69
Tesla
TSLA
$1.08T
| $1.65M | 0.29% |
9,373
+4,017
| +75% | +$706K |
|
70
Paylocity
PCTY
$9.6B
| $1.54M | 0.27% |
8,976
+4,146
| +86% | +$713K |
|
71
Enphase Energy
ENPH
$4.85B
| $1.53M | 0.27% |
12,640
-1,620
| -11% | -$196K |
|
|
72
Pfizer
PFE
$141B
| $1.5M | 0.27% |
54,080
-792,535
| -94% | -$22M |
|
73
DoorDash
DASH
$106B
| $1.42M | 0.25% |
+10,321
| New | +$1.42M |
|
74
Teva Pharmaceuticals
TEVA
$21.5B
| $1.39M | 0.25% |
98,600
+23,180
| +31% | +$327K |
|
75
Taboola.com
TBLA
$1,000M
| $1.33M | 0.24% |
300,000
| – | – |
|