YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+5.59%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$980M
AUM Growth
+$980M
(+74%)
Cap. Flow
+$453M
Cap. Flow
% of AUM
46.22%
Top 10 Holdings %
Top 10 Hldgs %
47.26%
Holding
471
New
139
Increased
106
Reduced
100
Closed
14
Top Buys
| 1 |
Elbit Systems
ESLT
|
$71.1M |
| 2 |
Camtek
CAMT
|
$69.2M |
| 3 |
Nova
NVMI
|
$65.1M |
| 4 |
ICL Group
ICL
|
$62.8M |
| 5 |
Tower Semiconductor
TSEM
|
$35.6M |
Top Sells
| 1 |
SolarEdge
SEDG
|
$4.4M |
| 2 |
Palo Alto Networks
PANW
|
$3.37M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$2.8M |
| 4 |
Meta Platforms (Facebook)
META
|
$2.62M |
| 5 |
Microsoft
MSFT
|
$2.59M |
Sector Composition
| 1 | Technology | 48.42% |
| 2 | Industrials | 9.26% |
| 3 | Utilities | 7.37% |
| 4 | Materials | 6.49% |
| 5 | Financials | 5.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Uber
UBER
$194B
| $3.17M | 0.32% |
43,850
-18,606
| -30% | -$1.34M |
|
52
monday.com
MNDY
$9.49B
| $3.16M | 0.32% |
13,212
-3,254
| -20% | -$777K |
|
53
Jacobs Solutions
J
$17.2B
| $2.99M | 0.31% |
21,430
-2,196
| -9% | -$307K |
|
54
Cloudflare
NET
$71.3B
| $2.92M | 0.3% |
35,227
+2,053
| +6% | +$170K |
|
55
Bank of America
BAC
$369B
| $2.87M | 0.29% |
72,234
-9,168
| -11% | -$365K |
|
56
Zscaler
ZS
$41.8B
| $2.69M | 0.27% |
13,986
-1,346
| -9% | -$259K |
|
57
Walmart
WMT
$788B
| $2.68M | 0.27% |
39,517
+9,347
| +31% | +$633K |
|
58
JPMorgan Chase
JPM
$817B
| $2.66M | 0.27% |
13,167
-250
| -2% | -$50.6K |
|
59
Mondelez International
MDLZ
$79.3B
| $2.61M | 0.27% |
39,962
-2,320
| -5% | -$152K |
|
60
Spotify
SPOT
$143B
| $2.6M | 0.27% |
+8,285
| New | +$2.6M |
|
61
Caterpillar
CAT
$193B
| $2.48M | 0.25% |
7,444
-720
| -9% | -$240K |
|
62
iShares Semiconductor ETF
SOXX
$13.3B
| $2.45M | 0.25% |
9,923
+1,361
| +16% | +$336K |
|
63
Netflix
NFLX
$516B
| $2.36M | 0.24% |
3,503
+428
| +14% | +$289K |
|
64
Ulta Beauty
ULTA
$23.9B
| $2.32M | 0.24% |
6,025
-1,470
| -20% | -$567K |
|
65
Oracle
ORCL
$623B
| $2.27M | 0.23% |
16,104
+11,784
| +273% | +$1.66M |
|
|
CMCT
66
Creative Media & Community Trust
CMCT
$5.24M
| $2.24M | 0.23% |
832,115
| – | – |
|
67
Perion Network
PERI
$416M
| $2.19M | 0.22% |
264,379
+225,520
| +580% | +$1.87M |
|
68
Chevron
CVX
$318B
| $2.16M | 0.22% |
13,843
+2,017
| +17% | +$315K |
|
69
iShares Core S&P 500 ETF
IVV
$657B
| $2.02M | 0.21% |
3,700
-3,000
| -45% | -$1.64M |
|
70
Micron Technology
MU
$132B
| $1.99M | 0.2% |
15,145
+11,805
| +353% | +$1.55M |
|
71
Chipotle Mexican Grill
CMG
$56B
| $1.9M | 0.19% |
30,400
+29,802
| +4,984% | +$1.87M |
|
72
Booz Allen Hamilton
BAH
$13.3B
| $1.86M | 0.19% |
12,069
-751
| -6% | -$116K |
|
73
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $1.85M | 0.19% |
17,279
+1,341
| +8% | +$144K |
|
74
Opko Health
OPK
$1.08B
| $1.84M | 0.19% |
+1,469,143
| New | +$1.84M |
|
75
Tesla
TSLA
$1.08T
| $1.76M | 0.18% |
9,308
-65
| -0.7% | -$12.3K |
|