YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Est. Return 49.07%
This Quarter Est. Return
1 Year Est. Return
+49.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.9M
3
+$8.84M
4
ICL icon
ICL Group
ICL
+$6.86M
5
GLBE icon
Global E Online
GLBE
+$4.85M

Top Sells

1
+$22.9M
2
+$9.09M
3
+$4.79M
4
SPNS icon
Sapiens International
SPNS
+$4.34M
5
TATT icon
TAT Technologies
TATT
+$4.06M

Sector Composition

1 Technology 33.14%
2 Industrials 19.15%
3 Utilities 9.14%
4 Materials 8.81%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XYZ
76
Block Inc
XYZ
$46.3B
$2M 0.18%
36,215
+13,050
XAR icon
77
SPDR S&P Aerospace & Defense ETF
XAR
$4.82B
$1.99M 0.17%
12,410
+11,250
SONY icon
78
Sony
SONY
$172B
$1.98M 0.17%
78,065
+42,000
WDAY icon
79
Workday
WDAY
$64.8B
$1.91M 0.17%
8,188
+1,320
FROG icon
80
JFrog
FROG
$5.57B
$1.86M 0.16%
58,150
-26,050
MCD icon
81
McDonald's
MCD
$221B
$1.84M 0.16%
5,876
-361
ASML icon
82
ASML
ASML
$393B
$1.74M 0.15%
2,626
-580
CAT icon
83
Caterpillar
CAT
$241B
$1.68M 0.15%
5,088
-312
AVGO icon
84
Broadcom
AVGO
$1.61T
$1.65M 0.14%
9,710
-3,354
J icon
85
Jacobs Solutions
J
$18.9B
$1.64M 0.14%
13,700
-1,126
ULTA icon
86
Ulta Beauty
ULTA
$23.3B
$1.64M 0.14%
4,468
+1,200
XOP icon
87
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.78B
$1.58M 0.14%
12,000
CMG icon
88
Chipotle Mexican Grill
CMG
$55.8B
$1.56M 0.14%
31,005
AZO icon
89
AutoZone
AZO
$66.6B
$1.49M 0.13%
390
+50
VERX icon
90
Vertex
VERX
$4.12B
$1.44M 0.13%
+41,000
DT icon
91
Dynatrace
DT
$14.9B
$1.43M 0.12%
24,924
+301
GEN icon
92
Gen Digital
GEN
$16.8B
$1.39M 0.12%
52,430
+1,597
DOCU icon
93
DocuSign
DOCU
$14.2B
$1.37M 0.12%
16,821
+155
ZOOZ
94
ZOOZ Strategy Ltd. Ordinary Shares
ZOOZ
$251M
$1.36M 0.12%
721,999
TEVA icon
95
Teva Pharmaceuticals
TEVA
$21.8B
$1.33M 0.12%
86,250
-12,450
XLE icon
96
Energy Select Sector SPDR Fund
XLE
$26.4B
$1.32M 0.12%
14,127
IGSB icon
97
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$1.32M 0.12%
25,130
SOXX icon
98
iShares Semiconductor ETF
SOXX
$15.5B
$1.31M 0.11%
6,973
-180
OKTA icon
99
Okta
OKTA
$15.3B
$1.29M 0.11%
14,455
+319
BKNG icon
100
Booking.com
BKNG
$170B
$1.21M 0.11%
263
+129
2 3
4
5 6