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
$1.77B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$60.9M
2
+$57.8M
3
+$13.8M
4
CAMT icon
Camtek
CAMT
+$9.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.75M

Top Sells

1
+$17.1M
2
+$5.55M
3
+$2.85M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.7M
5
TATT icon
TAT Technologies
TATT
+$2.69M

Sector Composition

1 Technology 33.22%
2 Industrials 20.69%
3 Utilities 13.53%
4 Materials 6.33%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CIBR icon
101
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.3B
$1.41M 0.08%
18,523
+10,775
LRCX icon
102
Lam Research
LRCX
$199B
$1.41M 0.08%
10,838
+1,088
TJX icon
103
TJX Companies
TJX
$170B
$1.38M 0.08%
9,575
+300
DT icon
104
Dynatrace
DT
$13.4B
$1.34M 0.08%
27,115
-280
IGSB icon
105
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.7B
$1.33M 0.08%
25,130
FROG icon
106
JFrog
FROG
$7.66B
$1.28M 0.07%
27,000
-38,350
UNH icon
107
UnitedHealth
UNH
$300B
$1.27M 0.07%
3,672
+3,327
XLK icon
108
State Street Technology Select Sector SPDR ETF
XLK
$47.8B
$1.23M 0.07%
4,382
+2,142
BAC icon
109
Bank of America
BAC
$394B
$1.2M 0.07%
23,298
-918
QCOM icon
110
Qualcomm
QCOM
$187B
$1.18M 0.07%
7,379
+379
NKE icon
111
Nike
NKE
$97.4B
$1.17M 0.07%
16,810
+6,400
AISPW
112
Airship AI Holdings Warrants
AISPW
$39.8M
$1.13M 0.06%
675,000
BAH icon
113
Booz Allen Hamilton
BAH
$10.7B
$1.1M 0.06%
11,084
-269
TBLA icon
114
Taboola.com
TBLA
$1.14B
$1.04M 0.06%
300,000
FISV
115
Fiserv Inc
FISV
$35.6B
$1.03M 0.06%
7,989
-168
SKYY icon
116
First Trust Cloud Computing ETF
SKYY
$3.12B
$1.03M 0.06%
7,630
+7,390
XME icon
117
State Street SPDR S&P Metals & Mining ETF
XME
$2.92B
$1.03M 0.06%
11,000
VERX icon
118
Vertex
VERX
$3.14B
$1.02M 0.06%
41,000
GS icon
119
Goldman Sachs
GS
$256B
$996K 0.06%
1,487
-65
AKAM icon
120
Akamai
AKAM
$12B
$983K 0.06%
12,895
-471
VT icon
121
Vanguard Total World Stock ETF
VT
$58.7B
$976K 0.06%
7,085
MCD icon
122
McDonald's
MCD
$222B
$963K 0.05%
3,171
-2,576
ITB icon
123
iShares US Home Construction ETF
ITB
$2.74B
$933K 0.05%
8,700
SNOW icon
124
Snowflake
SNOW
$77.5B
$902K 0.05%
4,000
CMG icon
125
Chipotle Mexican Grill
CMG
$44.9B
$843K 0.05%
21,505
-8,000
3 4
5
6 7