YDMI

Y.D. More Investments Portfolio holdings

AUM $1.77B
1-Year Est. Return 65.6%
This Quarter Est. Return
1 Year Est. Return
+65.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$14.2M
3
+$10.2M
4
NVMI icon
Nova
NVMI
+$5.68M
5
SPNS icon
Sapiens International
SPNS
+$4.1M

Top Sells

1
+$13M
2
+$12.8M
3
+$10.6M
4
SHLT
SHL Telemedicine Ltd American Depositary Shares
SHLT
+$4.45M
5
SPOT icon
Spotify
SPOT
+$4.42M

Sector Composition

1 Technology 36.02%
2 Industrials 22.3%
3 Utilities 9.91%
4 Materials 8.42%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WDAY icon
76
Workday
WDAY
$59.7B
$2.15M 0.15%
8,953
+765
ASML icon
77
ASML
ASML
$396B
$2.13M 0.15%
2,658
+32
PCTY icon
78
Paylocity
PCTY
$8.06B
$2.09M 0.14%
11,538
-2,075
ULTA icon
79
Ulta Beauty
ULTA
$23.9B
$2.09M 0.14%
4,468
SONY icon
80
Sony
SONY
$176B
$2.03M 0.14%
78,065
CAT icon
81
Caterpillar
CAT
$259B
$2.03M 0.14%
5,226
+138
OPK icon
82
Opko Health
OPK
$983M
$2.01M 0.14%
1,528,899
-244,048
VRNS icon
83
Varonis Systems
VRNS
$4.05B
$1.95M 0.13%
38,532
+29,161
CEG icon
84
Constellation Energy
CEG
$105B
$1.9M 0.13%
5,935
+5,419
J icon
85
Jacobs Solutions
J
$18.3B
$1.83M 0.13%
13,967
+267
IAU icon
86
iShares Gold Trust
IAU
$63.3B
$1.75M 0.12%
28,000
+10,000
SOXX icon
87
iShares Semiconductor ETF
SOXX
$15.8B
$1.7M 0.12%
7,125
+152
MCD icon
88
McDonald's
MCD
$219B
$1.68M 0.12%
5,747
-129
GEN icon
89
Gen Digital
GEN
$16.5B
$1.66M 0.11%
56,700
+4,270
CMG icon
90
Chipotle Mexican Grill
CMG
$41.5B
$1.66M 0.11%
29,505
-1,500
XYZ
91
Block Inc
XYZ
$37.9B
$1.63M 0.11%
24,030
-12,185
KLAC icon
92
KLA
KLAC
$153B
$1.57M 0.11%
1,750
XOP icon
93
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.88B
$1.51M 0.1%
12,000
DT icon
94
Dynatrace
DT
$14.1B
$1.5M 0.1%
27,395
+2,471
BKNG icon
95
Booking.com
BKNG
$164B
$1.5M 0.1%
259
-4
MRVL icon
96
Marvell Technology
MRVL
$75.5B
$1.48M 0.1%
19,113
-435
VERX icon
97
Vertex
VERX
$3.25B
$1.45M 0.1%
41,000
AZO icon
98
AutoZone
AZO
$63.5B
$1.45M 0.1%
390
DOCU icon
99
DocuSign
DOCU
$13.5B
$1.42M 0.1%
18,512
+1,691
FISV
100
Fiserv, Inc. Common Stock
FISV
$34.7B
$1.41M 0.1%
8,157
+6,202
2 3
4
5 6