YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
-4.82%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$520M
AUM Growth
+$520M
(+20%)
Cap. Flow
+$112M
Cap. Flow
% of AUM
21.47%
Top 10 Holdings %
Top 10 Hldgs %
42.1%
Holding
378
New
51
Increased
59
Reduced
130
Closed
40
Top Buys
| 1 |
Ituran Location and Control
ITRN
|
$29.3M |
| 2 |
Tower Semiconductor
TSEM
|
$23.1M |
| 3 |
SolarEdge
SEDG
|
$12.4M |
| 4 |
ODDITY Tech
ODD
|
$10.2M |
| 5 |
Similarweb
SMWB
|
$8.96M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$7.93M |
| 2 |
InMode
INMD
|
$5.28M |
| 3 |
Palo Alto Networks
PANW
|
$2.23M |
| 4 |
Apple
AAPL
|
$1.87M |
| 5 |
Sanofi
SNY
|
$1.8M |
Sector Composition
| 1 | Technology | 44.09% |
| 2 | Healthcare | 19.11% |
| 3 | Financials | 9.19% |
| 4 | Communication Services | 6.05% |
| 5 | Consumer Discretionary | 3.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Taboola.com
TBLA
$994M
| $1.14M | 0.22% |
+300,000
| New | +$1.14M |
|
77
Workday
WDAY
$62.5B
| $1.11M | 0.21% |
5,158
-830
| -14% | -$178K |
|
78
Global X US Infrastructure Development ETF
PAVE
$9.2B
| $1.07M | 0.21% |
35,244
-300
| -0.8% | -$9.11K |
|
79
KraneShares CSI China Internet ETF
KWEB
$8.51B
| $980K | 0.19% |
35,804
-1,500
| -4% | -$41.1K |
|
80
ServiceNow
NOW
$189B
| $977K | 0.19% |
1,748
-25
| -1% | -$14K |
|
81
NextEra Energy, Inc.
NEE
$148B
| $969K | 0.19% |
16,910
-4,230
| -20% | -$242K |
|
82
Cheniere Energy
LNG
$52.8B
| $924K | 0.18% |
5,570
| – | – |
|
83
Pool Corp
POOL
$11.3B
| $920K | 0.18% |
2,584
-2,161
| -46% | -$769K |
|
84
UnitedHealth
UNH
$277B
| $913K | 0.18% |
1,812
-9
| -0.5% | -$4.54K |
|
85
Macerich
MAC
$4.61B
| $879K | 0.17% |
80,585
-27,760
| -26% | -$303K |
|
86
Intuit
INTU
$185B
| $861K | 0.17% |
1,685
-300
| -15% | -$153K |
|
87
General Motors
GM
$55.6B
| $813K | 0.16% |
24,650
+2,530
| +11% | +$83.4K |
|
88
Caterpillar
CAT
$193B
| $785K | 0.15% |
2,878
-166
| -5% | -$45.3K |
|
89
Qualys
QLYS
$4.89B
| $778K | 0.15% |
5,142
+429
| +9% | +$64.9K |
|
90
Teva Pharmaceuticals
TEVA
$21.4B
| $774K | 0.15% |
75,920
+500
| +0.7% | +$5.1K |
|
91
Tenable Holdings
TENB
$3.72B
| $758K | 0.15% |
16,195
+1,526
| +10% | +$71.5K |
|
92
PayPal
PYPL
$66.2B
| $743K | 0.14% |
12,377
-4,713
| -28% | -$283K |
|
93
Paycom
PAYC
$12.4B
| $713K | 0.14% |
+2,750
| New | +$713K |
|
94
SentinelOne
S
$5.99B
| $686K | 0.13% |
41,409
+4,205
| +11% | +$69.6K |
|
95
Amdocs
DOX
$9.25B
| $678K | 0.13% |
8,025
-2,632
| -25% | -$222K |
|
96
Walt Disney
DIS
$209B
| $678K | 0.13% |
8,366
-980
| -10% | -$79.4K |
|
97
Linde
LIN
$222B
| $674K | 0.13% |
+1,810
| New | +$674K |
|
98
Autodesk
ADSK
$67.4B
| $614K | 0.12% |
2,966
-364
| -11% | -$75.3K |
|
|
PWSC
99
DELISTED
PowerSchool Holdings, Inc.
PWSC
| $612K | 0.12% |
103,221
+54,580
| +112% | +$323K |
|
100
Walmart
WMT
$784B
| $597K | 0.11% |
3,730
+700
| +23% | +$112K |
|