YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+5.41%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.14B
AUM Growth
+$1.14B
(+2.9%)
Cap. Flow
+$23.4M
Cap. Flow
% of AUM
2.04%
Top 10 Holdings %
Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$18.7M |
| 2 |
ODYS
Odysight.ai Inc. Common Stock
ODYS
|
$11.9M |
| 3 |
Enlight Renewable Energy
ENLT
|
$8.84M |
| 4 |
ICL Group
ICL
|
$6.86M |
| 5 |
Global E Online
GLBE
|
$4.85M |
Top Sells
| 1 |
ODDITY Tech
ODD
|
$22.9M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$9.09M |
| 3 |
Ituran Location and Control
ITRN
|
$4.79M |
| 4 |
Sapiens International
SPNS
|
$4.34M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
XYZ
76
Block, Inc.
XYZ
$46.2B
| $2M | 0.18% |
36,215
+13,050
| +56% | +$721K |
|
77
SPDR S&P Aerospace & Defense ETF
XAR
$3.93B
| $1.99M | 0.17% |
12,410
+11,250
| +970% | +$1.81M |
|
78
Sony
SONY
$162B
| $1.98M | 0.17% |
78,065
+42,000
| +116% | +$1.07M |
|
79
Workday
WDAY
$62.3B
| $1.91M | 0.17% |
8,188
+1,320
| +19% | +$308K |
|
80
JFrog
FROG
$5.58B
| $1.86M | 0.16% |
58,150
-26,050
| -31% | -$834K |
|
81
McDonald's
MCD
$226B
| $1.84M | 0.16% |
5,876
-361
| -6% | -$113K |
|
82
ASML
ASML
$290B
| $1.74M | 0.15% |
2,626
-580
| -18% | -$384K |
|
83
Caterpillar
CAT
$194B
| $1.68M | 0.15% |
5,088
-312
| -6% | -$103K |
|
84
Broadcom
AVGO
$1.42T
| $1.65M | 0.14% |
9,710
-3,354
| -26% | -$571K |
|
85
Jacobs Solutions
J
$17.1B
| $1.64M | 0.14% |
13,700
-1,126
| -8% | -$135K |
|
86
Ulta Beauty
ULTA
$23.8B
| $1.64M | 0.14% |
4,468
+1,200
| +37% | +$440K |
|
87
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.86B
| $1.58M | 0.14% |
12,000
| – | – |
|
88
Chipotle Mexican Grill
CMG
$56B
| $1.56M | 0.14% |
31,005
| – | – |
|
89
AutoZone
AZO
$70.1B
| $1.49M | 0.13% |
390
+50
| +15% | +$191K |
|
90
Vertex
VERX
$3.87B
| $1.44M | 0.13% |
+41,000
| New | +$1.44M |
|
91
Dynatrace
DT
$15.1B
| $1.43M | 0.12% |
24,924
+301
| +1% | +$17.3K |
|
92
Gen Digital
GEN
$18.3B
| $1.39M | 0.12% |
52,430
+1,597
| +3% | +$42.4K |
|
93
DocuSign
DOCU
$15.3B
| $1.37M | 0.12% |
16,821
+155
| +0.9% | +$12.6K |
|
|
ZOOZ
94
ZOOZ Power
ZOOZ
$32M
| $1.36M | 0.12% |
721,999
| – | – |
|
95
Teva Pharmaceuticals
TEVA
$21.5B
| $1.33M | 0.12% |
86,250
-12,450
| -13% | -$191K |
|
96
Energy Select Sector SPDR Fund
XLE
$27.1B
| $1.32M | 0.12% |
14,127
| – | – |
|
97
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $1.32M | 0.12% |
25,130
| – | – |
|
98
iShares Semiconductor ETF
SOXX
$13.4B
| $1.31M | 0.11% |
6,973
-180
| -3% | -$33.9K |
|
99
Okta
OKTA
$15.8B
| $1.29M | 0.11% |
14,455
+319
| +2% | +$28.5K |
|
100
Booking.com
BKNG
$181B
| $1.21M | 0.11% |
263
+129
| +96% | +$594K |
|