YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
-4.82%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$520M
AUM Growth
+$520M
(+20%)
Cap. Flow
+$112M
Cap. Flow
% of AUM
21.47%
Top 10 Holdings %
Top 10 Hldgs %
42.1%
Holding
378
New
51
Increased
59
Reduced
130
Closed
40
Top Buys
| 1 |
Ituran Location and Control
ITRN
|
$29.3M |
| 2 |
Tower Semiconductor
TSEM
|
$23.1M |
| 3 |
SolarEdge
SEDG
|
$12.4M |
| 4 |
ODDITY Tech
ODD
|
$10.2M |
| 5 |
Similarweb
SMWB
|
$8.96M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$7.93M |
| 2 |
InMode
INMD
|
$5.28M |
| 3 |
Palo Alto Networks
PANW
|
$2.23M |
| 4 |
Apple
AAPL
|
$1.87M |
| 5 |
Sanofi
SNY
|
$1.8M |
Sector Composition
| 1 | Technology | 44.09% |
| 2 | Healthcare | 19.11% |
| 3 | Financials | 9.19% |
| 4 | Communication Services | 6.05% |
| 5 | Consumer Discretionary | 3.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Airbnb
ABNB
$76.4B
| $574K | 0.11% |
4,183
+208
| +5% | +$28.5K |
|
102
Nova
NVMI
$7.13B
| $551K | 0.11% |
+4,900
| New | +$551K |
|
103
iShares US Medical Devices ETF
IHI
$4.24B
| $546K | 0.1% |
11,262
-480
| -4% | -$23.3K |
|
104
monday.com
MNDY
$9.6B
| $526K | 0.1% |
+3,306
| New | +$526K |
|
105
iShares MSCI China ETF
MCHI
$7.92B
| $519K | 0.1% |
12,000
+1,800
| +18% | +$77.9K |
|
106
Costco
COST
$420B
| $508K | 0.1% |
900
| – | – |
|
107
Exxon Mobil
XOM
$478B
| $506K | 0.1% |
+4,300
| New | +$506K |
|
108
SoFi Technologies
SOFI
$29.7B
| $497K | 0.1% |
62,207
| – | – |
|
109
Sony
SONY
$162B
| $485K | 0.09% |
5,882
+2,830
| +93% | +$233K |
|
110
Varonis Systems
VRNS
$6.14B
| $485K | 0.09% |
15,356
+1,341
| +10% | +$42.3K |
|
111
First Solar
FSLR
$21.7B
| $452K | 0.09% |
2,800
-250
| -8% | -$40.4K |
|
112
WIX.com
WIX
$7.9B
| $428K | 0.08% |
4,664
+4,090
| +713% | +$375K |
|
113
Invesco Semiconductors ETF
PSI
$709M
| $423K | 0.08% |
9,879
+6,586
| +200% | +$282K |
|
114
Regal Rexnord
RRX
$9.45B
| $421K | 0.08% |
2,950
| – | – |
|
115
Empire State Realty Trust
ESRT
$1.29B
| $402K | 0.08% |
50,000
-10,100
| -17% | -$81.2K |
|
116
Rapid7
RPD
$1.32B
| $400K | 0.08% |
8,538
+828
| +11% | +$38.8K |
|
117
SPDR S&P Metals & Mining ETF
XME
$2.28B
| $394K | 0.08% |
7,500
| – | – |
|
118
Starbucks
SBUX
$99.2B
| $386K | 0.07% |
4,230
+265
| +7% | +$24.2K |
|
119
Chipotle Mexican Grill
CMG
$56B
| $385K | 0.07% |
210
| – | – |
|
120
American Express
AXP
$225B
| $380K | 0.07% |
2,425
-698
| -22% | -$109K |
|
121
Booking.com
BKNG
$179B
| $376K | 0.07% |
122
-3
| -2% | -$9.25K |
|
122
iShares MSCI ACWI ETF
ACWI
$21.9B
| $375K | 0.07% |
4,067
-244
| -6% | -$22.5K |
|
123
Waste Connections
WCN
$46.4B
| $345K | 0.07% |
2,570
-700
| -21% | -$94K |
|
124
N-able
NABL
$1.46B
| $345K | 0.07% |
25,562
+2,308
| +10% | +$31.2K |
|
125
Technology Select Sector SPDR Fund
XLK
$83.2B
| $336K | 0.06% |
2,050
-3,889
| -65% | -$637K |
|