YDMI

Y.D. More Investments Portfolio holdings

AUM $2.55B
1-Year Est. Return 104.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+104.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.55B
AUM Growth
+$465M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$81.6M
2
+$53M
3
+$29.5M
4
ORA icon
Ormat Technologies
ORA
+$27.5M
5
NVMI
Nova
NVMI
+$22.1M

Top Sells

1
+$68.8M
2
+$51.8M
3
+$21.4M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$20.6M
5
TSEM icon
Tower Semiconductor
TSEM
+$10.6M

Sector Composition

1 Technology 33.98%
2 Industrials 23.81%
3 Utilities 19.03%
4 Materials 4.22%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NTR icon
101
Nutrien
NTR
$32.3B
$1.32M 0.05%
+17,500
SHLD icon
102
Global X Defense Tech ETF
SHLD
$7.55B
$1.27M 0.05%
17,896
+709
COST icon
103
Costco
COST
$431B
$1.23M 0.05%
1,260
-328
XME icon
104
State Street SPDR S&P Metals & Mining ETF
XME
$5.09B
$1.19M 0.05%
11,000
KXI icon
105
iShares Global Consumer Staples ETF
KXI
$1B
$1.17M 0.05%
+17,500
XOM icon
106
Exxon Mobil
XOM
$621B
$1.17M 0.05%
6,873
+1,198
OKTA icon
107
Okta
OKTA
$20.6B
$1.14M 0.04%
14,471
-1,419
EME icon
108
Emcor
EME
$36.3B
$1.13M 0.04%
+1,537
KMDA icon
109
Kamada
KMDA
$414M
$1.12M 0.04%
136,438
-152,944
BAC icon
110
Bank of America
BAC
$382B
$1.08M 0.04%
22,192
-750
VT icon
111
Vanguard Total World Stock ETF
VT
$73.9B
$980K 0.04%
7,085
GEN icon
112
Gen Digital
GEN
$15.8B
$933K 0.04%
49,549
-5,745
MCD icon
113
McDonald's
MCD
$199B
$923K 0.04%
2,970
+9
PFE icon
114
Pfizer
PFE
$148B
$919K 0.04%
32,715
-17,444
WMS icon
115
Advanced Drainage Systems
WMS
$9.97B
$917K 0.04%
6,688
+2,688
DT icon
116
Dynatrace
DT
$12.3B
$902K 0.04%
24,400
-2,631
AMAT icon
117
Applied Materials
AMAT
$360B
$874K 0.03%
2,560
+2,500
ODD icon
118
ODDITY Tech
ODD
$556M
$872K 0.03%
72,007
-20,980
CRM icon
119
Salesforce
CRM
$152B
$809K 0.03%
4,333
-4,522
LLY icon
120
Eli Lilly
LLY
$1.01T
$797K 0.03%
900
+80
TER icon
121
Teradyne
TER
$56B
$771K 0.03%
2,600
BAH icon
122
Booz Allen Hamilton
BAH
$9.52B
$770K 0.03%
9,866
-1,010
JNJ icon
123
Johnson & Johnson
JNJ
$560B
$752K 0.03%
3,076
-491
AMD icon
124
Advanced Micro Devices
AMD
$760B
$747K 0.03%
3,740
-2,265
ROKU icon
125
Roku
ROKU
$18.1B
$728K 0.03%
+8,009
3 4
5
6 7