YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+11.15%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.11B
AUM Growth
+$1.11B
(+16%)
Cap. Flow
+$80M
Cap. Flow
% of AUM
7.2%
Top 10 Holdings %
Top 10 Hldgs %
47.59%
Holding
482
New
35
Increased
191
Reduced
122
Closed
24
Top Buys
| 1 |
Nova
NVMI
|
$13.4M |
| 2 |
Elbit Systems
ESLT
|
$10.8M |
| 3 |
ICL Group
ICL
|
$10.7M |
| 4 |
NYAX
Nayax
NYAX
|
$10.4M |
| 5 |
Tower Semiconductor
TSEM
|
$9.69M |
Top Sells
| 1 |
Apple
AAPL
|
$4.18M |
| 2 |
TAT Technologies
TATT
|
$3.32M |
| 3 |
ASML
ASML
|
$3.05M |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
$2.22M |
| 5 |
NVIDIA
NVDA
|
$1.66M |
Sector Composition
| 1 | Technology | 41.62% |
| 2 | Industrials | 15.02% |
| 3 | Utilities | 8.8% |
| 4 | Materials | 7.41% |
| 5 | Communication Services | 4.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.1T
| $3.48M | 0.31% |
9,713
+345
| +4% | +$124K |
|
52
Cloudflare
NET
$72B
| $3.45M | 0.31% |
32,021
-437
| -1% | -$47.1K |
|
53
Perion Network
PERI
$422M
| $3.35M | 0.3% |
391,332
+36,624
| +10% | +$313K |
|
54
Uber
UBER
$195B
| $3.15M | 0.28% |
53,034
-2,544
| -5% | -$151K |
|
55
Financial Select Sector SPDR Fund
XLF
$53.3B
| $3.1M | 0.28% |
64,247
+49,124
| +325% | +$2.37M |
|
56
Broadcom
AVGO
$1.42T
| $3.03M | 0.27% |
13,064
+5,325
| +69% | +$1.24M |
|
57
Kamada
KMDA
$405M
| $3.03M | 0.27% |
498,922
-210,629
| -30% | -$1.28M |
|
58
Elastic
ESTC
$9B
| $2.93M | 0.26% |
29,597
+2,660
| +10% | +$264K |
|
59
Chevron
CVX
$318B
| $2.87M | 0.26% |
19,818
+747
| +4% | +$108K |
|
60
Oracle
ORCL
$629B
| $2.76M | 0.25% |
16,595
-45
| -0.3% | -$7.5K |
|
61
Paylocity
PCTY
$9.54B
| $2.72M | 0.24% |
13,613
+1,250
| +10% | +$249K |
|
62
monday.com
MNDY
$9.62B
| $2.54M | 0.23% |
10,957
-3,075
| -22% | -$713K |
|
63
JFrog
FROG
$5.47B
| $2.48M | 0.22% |
84,200
-10,000
| -11% | -$294K |
|
64
Nice
NICE
$8.47B
| $2.33M | 0.21% |
13,695
-1,855
| -12% | -$315K |
|
65
CyberArk
CYBR
$23B
| $2.31M | 0.21% |
6,936
+488
| +8% | +$163K |
|
66
Zscaler
ZS
$42.5B
| $2.31M | 0.21% |
12,782
-1
| -0% | -$180 |
|
67
JPMorgan Chase
JPM
$817B
| $2.3M | 0.21% |
9,600
+1,926
| +25% | +$461K |
|
68
iShares Core S&P 500 ETF
IVV
$658B
| $2.3M | 0.21% |
3,904
-26
| -0.7% | -$15.3K |
|
69
Marvell Technology
MRVL
$53.6B
| $2.29M | 0.21% |
20,743
+8,300
| +67% | +$917K |
|
70
Procter & Gamble
PG
$369B
| $2.27M | 0.2% |
13,523
+8,813
| +187% | +$1.48M |
|
71
Global X US Infrastructure Development ETF
PAVE
$9.2B
| $2.26M | 0.2% |
55,887
+9,719
| +21% | +$393K |
|
|
72
ASML
ASML
$289B
| $2.22M | 0.2% |
3,206
-4,394
| -58% | -$3.05M |
|
73
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $2.22M | 0.2% |
20,781
+1,367
| +7% | +$146K |
|
74
Teva Pharmaceuticals
TEVA
$21.5B
| $2.18M | 0.2% |
98,700
-7,100
| -7% | -$156K |
|
75
Adobe
ADBE
$147B
| $2.1M | 0.19% |
4,718
-704
| -13% | -$313K |
|