YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.09B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$12.4M
3
+$9.43M
4
ESLT icon
Elbit Systems
ESLT
+$9.17M
5
ORA icon
Ormat Technologies
ORA
+$8.16M

Top Sells

1
+$16M
2
+$9.52M
3
+$9.45M
4
WIX icon
WIX.com
WIX
+$7.62M
5
META icon
Meta Platforms (Facebook)
META
+$2.72M

Sector Composition

1 Technology 30.52%
2 Industrials 24.59%
3 Utilities 17.09%
4 Materials 5.22%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCHI icon
101
iShares MSCI China ETF
MCHI
$7.25B
$1.5M 0.07%
25,000
AZO icon
102
AutoZone
AZO
$60.8B
$1.49M 0.07%
440
+35
BKNG icon
103
Booking.com
BKNG
$141B
$1.38M 0.07%
257
-15
OKTA icon
104
Okta
OKTA
$14.1B
$1.37M 0.07%
15,890
-14,954
J icon
105
Jacobs Solutions
J
$15.8B
$1.37M 0.07%
10,300
-2,864
COST icon
106
Costco
COST
$446B
$1.35M 0.06%
1,588
-136
TBLA icon
107
Taboola.com
TBLA
$913M
$1.35M 0.06%
300,000
IGSB icon
108
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$1.33M 0.06%
25,130
GS icon
109
Goldman Sachs
GS
$247B
$1.29M 0.06%
1,466
-21
AMD icon
110
Advanced Micro Devices
AMD
$330B
$1.29M 0.06%
6,005
-5,112
WAB icon
111
Wabtec
WAB
$42.1B
$1.28M 0.06%
+5,977
BAC icon
112
Bank of America
BAC
$344B
$1.26M 0.06%
22,942
-356
PFE icon
113
Pfizer
PFE
$152B
$1.25M 0.06%
50,159
+27,738
UNH icon
114
UnitedHealth
UNH
$259B
$1.18M 0.06%
3,568
-104
DT icon
115
Dynatrace
DT
$11.6B
$1.17M 0.06%
27,031
-84
XME icon
116
State Street SPDR S&P Metals & Mining ETF
XME
$4.35B
$1.14M 0.05%
11,000
AKAM icon
117
Akamai
AKAM
$14.8B
$1.13M 0.05%
12,899
+4
SOXX icon
118
iShares Semiconductor ETF
SOXX
$21.3B
$1.12M 0.05%
3,719
-3,146
SHLD icon
119
Global X Defense Tech ETF
SHLD
$7.84B
$1.12M 0.05%
17,187
-7,388
VT icon
120
Vanguard Total World Stock ETF
VT
$62.3B
$999K 0.05%
7,085
BAH icon
121
Booz Allen Hamilton
BAH
$9.82B
$917K 0.04%
10,876
-208
MCD icon
122
McDonald's
MCD
$236B
$906K 0.04%
2,961
-210
FROG icon
123
JFrog
FROG
$5.05B
$899K 0.04%
14,400
-12,600
SNOW icon
124
Snowflake
SNOW
$62.6B
$877K 0.04%
4,000
ITB icon
125
iShares US Home Construction ETF
ITB
$2.53B
$838K 0.04%
8,700
3 4
5
6 7