YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+4.57%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$413M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.67%
Holding
407
New
407
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Prospect Capital
PSEC
|
$31.8M |
| 2 |
Microsoft
MSFT
|
$23.6M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$22.2M |
| 4 |
Ituran Location and Control
ITRN
|
$22M |
| 5 |
Takeda Pharmaceutical
TAK
|
$16.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 35.67% |
| 2 | Healthcare | 22.15% |
| 3 | Financials | 10.91% |
| 4 | Communication Services | 6.96% |
| 5 | Industrials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
StoneCo
STNE
$4.41B
| $511K | 0.12% |
+14,910
| New | +$511K |
|
|
ATVI
102
DELISTED
Activision Blizzard Inc.
ATVI
| $509K | 0.12% |
+6,638
| New | +$509K |
|
103
iShares US Medical Devices ETF
IHI
$4.33B
| $506K | 0.12% |
+9,586
| New | +$506K |
|
104
Regal Rexnord
RRX
$9.91B
| $505K | 0.12% |
+4,200
| New | +$505K |
|
105
Mondelez International
MDLZ
$79.5B
| $504K | 0.12% |
+7,524
| New | +$504K |
|
106
Capital One
COF
$145B
| $497K | 0.12% |
+5,362
| New | +$497K |
|
107
iShares MSCI China ETF
MCHI
$7.91B
| $494K | 0.12% |
+10,200
| New | +$494K |
|
108
Applied Materials
AMAT
$128B
| $492K | 0.12% |
+5,067
| New | +$492K |
|
109
SentinelOne
S
$6.29B
| $491K | 0.12% |
+34,188
| New | +$491K |
|
110
AstraZeneca
AZN
$248B
| $464K | 0.11% |
+6,809
| New | +$464K |
|
111
monday.com
MNDY
$9.95B
| $460K | 0.11% |
+3,800
| New | +$460K |
|
112
First Solar
FSLR
$20.9B
| $454K | 0.11% |
+3,050
| New | +$454K |
|
113
Qualcomm
QCOM
$173B
| $453K | 0.11% |
+4,125
| New | +$453K |
|
114
ZIM Integrated Shipping Services
ZIM
$1.64B
| $442K | 0.11% |
+24,426
| New | +$442K |
|
115
Enphase Energy
ENPH
$4.93B
| $438K | 0.11% |
+1,650
| New | +$438K |
|
116
Caterpillar
CAT
$196B
| $423K | 0.1% |
+1,763
| New | +$423K |
|
117
Costco
COST
$418B
| $411K | 0.1% |
+900
| New | +$411K |
|
118
Shell
SHEL
$215B
| $411K | 0.1% |
+7,250
| New | +$411K |
|
119
Jacobs Solutions
J
$17.5B
| $392K | 0.09% |
+3,234
| New | +$392K |
|
120
SPDR S&P Metals & Mining ETF
XME
$2.31B
| $376K | 0.09% |
+7,500
| New | +$376K |
|
121
iShares Global Clean Energy ETF
ICLN
$1.56B
| $373K | 0.09% |
+18,765
| New | +$373K |
|
122
Lam Research
LRCX
$127B
| $359K | 0.09% |
+853
| New | +$359K |
|
123
Booking.com
BKNG
$181B
| $357K | 0.09% |
+178
| New | +$357K |
|
124
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $354K | 0.09% |
+2,601
| New | +$354K |
|
125
Dynatrace
DT
$15.3B
| $352K | 0.09% |
+32,331
| New | +$352K |
|