YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+23.08%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.45B
AUM Growth
+$308M
(+27%)
Cap. Flow
+$80M
Cap. Flow
% of AUM
5.51%
Top 10 Holdings %
Top 10 Hldgs %
57.09%
Holding
479
New
12
Increased
165
Reduced
164
Closed
27
Top Buys
| 1 |
Elbit Systems
ESLT
|
$70.5M |
| 2 |
Teva Pharmaceuticals
TEVA
|
$14.2M |
| 3 |
Camtek
CAMT
|
$10.2M |
| 4 |
Nova
NVMI
|
$5.68M |
| 5 |
Sapiens International
SPNS
|
$4.1M |
Top Sells
Sector Composition
| 1 | Technology | 36.02% |
| 2 | Industrials | 22.3% |
| 3 | Utilities | 9.91% |
| 4 | Materials | 8.42% |
| 5 | Communication Services | 3.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
| $4.31M | 0.3% |
53,400
+1,764
| +3% | +$142K |
|
52
Broadcom
AVGO
$1.44T
| $4.22M | 0.29% |
15,332
+5,622
| +58% | +$1.55M |
|
53
Alphabet (Google) Class A
GOOGL
$2.76T
| $4.21M | 0.29% |
23,873
-150
| -0.6% | -$26.4K |
|
54
Datadog
DDOG
$45.9B
| $4.17M | 0.29% |
31,571
+2,907
| +10% | +$384K |
|
55
Global X US Infrastructure Development ETF
PAVE
$9.34B
| $3.97M | 0.27% |
91,146
+22,005
| +32% | +$958K |
|
56
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
| $3.93M | 0.27% |
104,903
-283,354
| -73% | -$10.6M |
|
|
MGIC
57
Magic Software Enterprises
MGIC
$957M
| $3.62M | 0.25% |
189,327
+14,961
| +9% | +$286K |
|
58
SPDR S&P Aerospace & Defense ETF
XAR
$3.93B
| $3.58M | 0.25% |
17,000
+4,590
| +37% | +$967K |
|
59
Uber
UBER
$193B
| $3.58M | 0.25% |
38,462
-14,622
| -28% | -$1.36M |
|
60
Oracle
ORCL
$624B
| $3.49M | 0.24% |
15,993
-1,775
| -10% | -$388K |
|
61
Salesforce
CRM
$231B
| $3.3M | 0.23% |
12,094
-2,589
| -18% | -$706K |
|
62
CyberArk
CYBR
$23.1B
| $3.14M | 0.22% |
7,808
+834
| +12% | +$335K |
|
63
Okta
OKTA
$15.9B
| $3.13M | 0.22% |
31,595
+17,140
| +119% | +$1.7M |
|
64
monday.com
MNDY
$9.36B
| $3.08M | 0.21% |
9,790
-70
| -0.7% | -$22K |
|
65
Tesla
TSLA
$1.08T
| $2.96M | 0.2% |
9,771
-127
| -1% | -$38.5K |
|
66
JFrog
FROG
$5.57B
| $2.87M | 0.2% |
65,350
+7,200
| +12% | +$316K |
|
67
Chevron
CVX
$320B
| $2.8M | 0.19% |
19,550
-220
| -1% | -$31.5K |
|
68
Financial Select Sector SPDR Fund
XLF
$54B
| $2.78M | 0.19% |
53,091
-12,344
| -19% | -$646K |
|
69
On Holding
ONON
$14.8B
| $2.7M | 0.19% |
51,900
+1,200
| +2% | +$62.5K |
|
70
JPMorgan Chase
JPM
$834B
| $2.58M | 0.18% |
8,912
-1,300
| -13% | -$376K |
|
71
Apple
AAPL
$3.52T
| $2.57M | 0.18% |
12,528
-1,942
| -13% | -$398K |
|
72
Kamada
KMDA
$406M
| $2.57M | 0.18% |
329,704
-650
| -0.2% | -$5.06K |
|
73
Procter & Gamble
PG
$373B
| $2.4M | 0.17% |
15,040
+632
| +4% | +$101K |
|
74
DoorDash
DASH
$106B
| $2.39M | 0.16% |
9,696
-2,445
| -20% | -$603K |
|
75
Elastic
ESTC
$8.95B
| $2.17M | 0.15% |
25,871
-3,871
| -13% | -$324K |
|