YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+11.73%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$564M
AUM Growth
+$564M
(+8.4%)
Cap. Flow
-$4.66M
Cap. Flow
% of AUM
-0.83%
Top 10 Holdings %
Top 10 Hldgs %
38.4%
Holding
357
New
9
Increased
122
Reduced
87
Closed
25
Top Buys
| 1 |
Leonardo DRS
DRS
|
$6.58M |
| 2 |
ODDITY Tech
ODD
|
$6.52M |
| 3 |
SolarEdge
SEDG
|
$5.23M |
| 4 |
Palo Alto Networks
PANW
|
$3.71M |
| 5 |
WIX.com
WIX
|
$2.78M |
Top Sells
| 1 |
Pfizer
PFE
|
$22M |
| 2 |
Takeda Pharmaceutical
TAK
|
$17M |
| 3 |
TSMC
TSM
|
$12.7M |
| 4 |
InMode
INMD
|
$4.05M |
| 5 |
Novartis
NVS
|
$3.04M |
Sector Composition
| 1 | Technology | 51.23% |
| 2 | Financials | 9.52% |
| 3 | Communication Services | 7.5% |
| 4 | Consumer Discretionary | 5.6% |
| 5 | Industrials | 3.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Global X US Infrastructure Development ETF
PAVE
$9.25B
| $1.31M | 0.23% |
33,014
+12,470
| +61% | +$496K |
|
77
Okta
OKTA
$15.8B
| $1.28M | 0.23% |
12,254
-927
| -7% | -$97K |
|
78
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $1.27M | 0.23% |
24,785
+24,130
| +3,684% | +$1.24M |
|
79
Equinix
EQIX
$74.6B
| $1.26M | 0.22% |
1,522
-6
| -0.4% | -$4.95K |
|
80
DocuSign
DOCU
$15.3B
| $1.16M | 0.21% |
19,446
+3,268
| +20% | +$195K |
|
81
UnitedHealth
UNH
$279B
| $1.11M | 0.2% |
2,252
+180
| +9% | +$89K |
|
82
Macerich
MAC
$4.67B
| $1.11M | 0.2% |
64,580
-16,750
| -21% | -$289K |
|
83
Intuit
INTU
$187B
| $1.11M | 0.2% |
1,705
+20
| +1% | +$13K |
|
84
Energy Select Sector SPDR Fund
XLE
$27.1B
| $1.1M | 0.2% |
11,662
| – | – |
|
85
General Motors
GM
$55B
| $1.03M | 0.18% |
22,650
+3,000
| +15% | +$136K |
|
86
Broadcom
AVGO
$1.42T
| $997K | 0.18% |
7,520
+7,220
| +2,407% | +$957K |
|
87
iShares US Medical Devices ETF
IHI
$4.27B
| $968K | 0.17% |
16,537
+3,165
| +24% | +$185K |
|
88
Autodesk
ADSK
$67.6B
| $966K | 0.17% |
3,709
+743
| +25% | +$193K |
|
89
Global Payments
GPN
$21B
| $964K | 0.17% |
7,216
-207
| -3% | -$27.7K |
|
90
Vanguard Russell 2000 ETF
VTWO
$12.5B
| $886K | 0.16% |
10,420
-17,755
| -63% | -$1.51M |
|
91
Exxon Mobil
XOM
$477B
| $883K | 0.16% |
7,600
+1,800
| +31% | +$209K |
|
92
Perion Network
PERI
$418M
| $874K | 0.15% |
38,859
-5,119
| -12% | -$115K |
|
93
Amdocs
DOX
$9.31B
| $836K | 0.15% |
9,250
+1,225
| +15% | +$111K |
|
94
AutoZone
AZO
$70.1B
| $819K | 0.15% |
260
+230
| +767% | +$725K |
|
95
Vanguard Total World Stock ETF
VT
$51.4B
| $783K | 0.14% |
+7,085
| New | +$783K |
|
96
SentinelOne
S
$6.01B
| $783K | 0.14% |
33,578
+10,617
| +46% | +$247K |
|
97
CyberArk
CYBR
$23B
| $782K | 0.14% |
2,943
+206
| +8% | +$54.7K |
|
98
Qualys
QLYS
$4.9B
| $763K | 0.14% |
4,570
+1,583
| +53% | +$264K |
|
99
Qualcomm
QCOM
$170B
| $721K | 0.13% |
4,260
+2,200
| +107% | +$372K |
|
100
TJX Companies
TJX
$155B
| $710K | 0.13% |
7,000
+3,980
| +132% | +$404K |
|