YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
This Quarter Est. Return
1 Year Est. Return
+74.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.09B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$11.5M
3
+$10.5M
4
SEDG icon
SolarEdge
SEDG
+$10.3M
5
ORA icon
Ormat Technologies
ORA
+$8.2M

Top Sells

1
+$16M
2
+$9.52M
3
+$9.02M
4
WIX icon
WIX.com
WIX
+$6.54M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Sector Composition

1 Technology 30.52%
2 Industrials 24.59%
3 Utilities 17.09%
4 Materials 5.22%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
76
Salesforce
CRM
$208B
$2.35M 0.11%
8,855
-3,372
INTC icon
77
Intel
INTC
$259B
$2.32M 0.11%
63,000
-13,170
IAU icon
78
iShares Gold Trust
IAU
$76.3B
$2.27M 0.11%
28,000
BWAY
79
Brainsway
BWAY
$454M
$2.19M 0.1%
114,962
+97,537
USHY icon
80
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$2.17M 0.1%
58,153
-39,941
KMDA icon
81
Kamada
KMDA
$449M
$2.05M 0.1%
289,382
+19,717
CYBR icon
82
CyberArk
CYBR
$22.2B
$2.02M 0.1%
4,526
-7
SONY icon
83
Sony
SONY
$141B
$2.02M 0.1%
78,765
-6,800
ORCL icon
84
Oracle
ORCL
$500B
$2.01M 0.1%
10,298
-6,659
MRVL icon
85
Marvell Technology
MRVL
$70B
$1.96M 0.09%
22,965
-1,506
TYL icon
86
Tyler Technologies
TYL
$18.7B
$1.92M 0.09%
+4,235
KLAC icon
87
KLA
KLAC
$200B
$1.82M 0.09%
1,500
-285
URI icon
88
United Rentals
URI
$59.8B
$1.82M 0.09%
+2,250
XLK icon
89
State Street Technology Select Sector SPDR ETF
XLK
$92.6B
$1.76M 0.08%
12,222
+3,458
WIX icon
90
WIX.com
WIX
$4.37B
$1.73M 0.08%
16,700
-62,994
CIBR icon
91
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.6B
$1.71M 0.08%
23,823
+5,300
KWEB icon
92
KraneShares CSI China Internet ETF
KWEB
$8.41B
$1.7M 0.08%
50,000
CVX icon
93
Chevron
CVX
$333B
$1.7M 0.08%
11,137
-9,547
OPK icon
94
Opko Health
OPK
$1.06B
$1.67M 0.08%
1,306,452
-192,666
TJX icon
95
TJX Companies
TJX
$173B
$1.59M 0.08%
10,375
+800
EWJ icon
96
iShares MSCI Japan ETF
EWJ
$16.9B
$1.57M 0.08%
19,503
+19,300
ROK icon
97
Rockwell Automation
ROK
$47.3B
$1.53M 0.07%
+3,926
XBI icon
98
State Street SPDR S&P Biotech ETF
XBI
$8.47B
$1.52M 0.07%
+12,500
QQQM icon
99
Invesco NASDAQ 100 ETF
QQQM
$71.2B
$1.52M 0.07%
+6,000
GEN icon
100
Gen Digital
GEN
$15.5B
$1.5M 0.07%
55,294
-92
2 3
4
5 6