YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+3.37%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$955M
AUM Growth
+$955M
(-2.6%)
Cap. Flow
-$22.2M
Cap. Flow
% of AUM
-2.33%
Top 10 Holdings %
Top 10 Hldgs %
43.43%
Holding
475
New
18
Increased
186
Reduced
132
Closed
28
Top Buys
Top Sells
| 1 |
Prospect Capital
PSEC
|
$29.1M |
| 2 |
Nova
NVMI
|
$12.7M |
| 3 |
Camtek
CAMT
|
$10.6M |
| 4 |
Tower Semiconductor
TSEM
|
$10.3M |
| 5 |
TSMC
TSM
|
$6.95M |
Sector Composition
| 1 | Technology | 42.65% |
| 2 | Industrials | 12.89% |
| 3 | Utilities | 9.1% |
| 4 | Materials | 6.52% |
| 5 | Communication Services | 4.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
monday.com
MNDY
$9.49B
| $3.86M | 0.4% |
14,032
+820
| +6% | +$226K |
|
52
Kamada
KMDA
$401M
| $3.82M | 0.4% |
709,551
-16,610
| -2% | -$89.5K |
|
53
Advanced Micro Devices
AMD
$261B
| $3.65M | 0.38% |
22,264
-8,430
| -27% | -$1.38M |
|
54
Vanguard Russell 2000 ETF
VTWO
$12.5B
| $3.36M | 0.35% |
37,570
+27,000
| +255% | +$2.41M |
|
55
Walmart
WMT
$788B
| $3.31M | 0.35% |
40,983
+1,466
| +4% | +$118K |
|
56
Netflix
NFLX
$516B
| $2.96M | 0.31% |
4,179
+676
| +19% | +$479K |
|
57
Oracle
ORCL
$623B
| $2.83M | 0.3% |
16,640
+536
| +3% | +$91.3K |
|
58
Perion Network
PERI
$416M
| $2.83M | 0.3% |
354,708
+90,329
| +34% | +$720K |
|
59
Chevron
CVX
$318B
| $2.81M | 0.29% |
19,071
+5,228
| +38% | +$770K |
|
60
Adobe
ADBE
$147B
| $2.81M | 0.29% |
5,422
-785
| -13% | -$406K |
|
61
Cloudflare
NET
$71.3B
| $2.75M | 0.29% |
32,458
-2,769
| -8% | -$234K |
|
62
JFrog
FROG
$5.48B
| $2.74M | 0.29% |
94,200
+54,250
| +136% | +$1.58M |
|
63
Nice
NICE
$8.46B
| $2.7M | 0.28% |
15,550
-7,384
| -32% | -$1.28M |
|
64
Opko Health
OPK
$1.08B
| $2.57M | 0.27% |
1,713,845
+244,702
| +17% | +$366K |
|
65
Zscaler
ZS
$41.8B
| $2.51M | 0.26% |
12,783
-1,203
| -9% | -$237K |
|
66
Bank of America
BAC
$369B
| $2.4M | 0.25% |
60,553
-11,681
| -16% | -$463K |
|
67
Elastic
ESTC
$9.02B
| $2.4M | 0.25% |
26,937
-9,153
| -25% | -$815K |
|
68
Tesla
TSLA
$1.08T
| $2.33M | 0.24% |
9,368
+60
| +0.6% | +$14.9K |
|
69
Broadcom
AVGO
$1.41T
| $2.32M | 0.24% |
7,739
+7,077
| +1,069% | +$2.12M |
|
70
iShares Core S&P 500 ETF
IVV
$657B
| $2.27M | 0.24% |
3,930
+230
| +6% | +$133K |
|
71
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $2.19M | 0.23% |
19,414
+2,135
| +12% | +$241K |
|
72
Caterpillar
CAT
$193B
| $2.12M | 0.22% |
5,429
-2,015
| -27% | -$788K |
|
73
Paylocity
PCTY
$9.56B
| $2.04M | 0.21% |
12,363
+1,515
| +14% | +$250K |
|
74
Chipotle Mexican Grill
CMG
$56B
| $2.02M | 0.21% |
35,005
+4,605
| +15% | +$265K |
|
75
Jacobs Solutions
J
$17.2B
| $1.97M | 0.21% |
15,033
-6,397
| -30% | -$837K |
|