YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+5.59%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$980M
AUM Growth
+$980M
(+74%)
Cap. Flow
+$453M
Cap. Flow
% of AUM
46.22%
Top 10 Holdings %
Top 10 Hldgs %
47.26%
Holding
471
New
139
Increased
106
Reduced
100
Closed
14
Top Buys
| 1 |
Elbit Systems
ESLT
|
$71.1M |
| 2 |
Camtek
CAMT
|
$69.2M |
| 3 |
Nova
NVMI
|
$65.1M |
| 4 |
ICL Group
ICL
|
$62.8M |
| 5 |
Tower Semiconductor
TSEM
|
$35.6M |
Top Sells
| 1 |
SolarEdge
SEDG
|
$4.4M |
| 2 |
Palo Alto Networks
PANW
|
$3.37M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$2.8M |
| 4 |
Meta Platforms (Facebook)
META
|
$2.62M |
| 5 |
Microsoft
MSFT
|
$2.59M |
Sector Composition
| 1 | Technology | 48.42% |
| 2 | Industrials | 9.26% |
| 3 | Utilities | 7.37% |
| 4 | Materials | 6.49% |
| 5 | Financials | 5.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
General Motors
GM
$55.2B
| $1.08M | 0.11% |
23,201
+551
| +2% | +$25.6K |
|
102
Energy Select Sector SPDR Fund
XLE
$27.1B
| $1.06M | 0.11% |
11,662
| – | – |
|
103
Broadcom
AVGO
$1.41T
| $1.06M | 0.11% |
662
-90
| -12% | -$144K |
|
104
Taboola.com
TBLA
$994M
| $1.03M | 0.11% |
300,000
| – | – |
|
105
DocuSign
DOCU
$15.3B
| $1.02M | 0.1% |
19,108
-338
| -2% | -$18.1K |
|
106
SentinelOne
S
$5.95B
| $901K | 0.09% |
42,780
+9,202
| +27% | +$194K |
|
107
Snowflake
SNOW
$76.4B
| $878K | 0.09% |
6,500
+3,600
| +124% | +$486K |
|
108
iShares US Medical Devices ETF
IHI
$4.24B
| $877K | 0.09% |
15,651
-886
| -5% | -$49.6K |
|
109
Vanguard Russell 2000 ETF
VTWO
$12.5B
| $866K | 0.09% |
10,570
+150
| +1% | +$12.3K |
|
110
Autodesk
ADSK
$67.4B
| $829K | 0.08% |
3,349
-360
| -10% | -$89.1K |
|
111
Vanguard Total World Stock ETF
VT
$51.3B
| $798K | 0.08% |
7,085
| – | – |
|
112
iShares Gold Trust
IAU
$52.4B
| $791K | 0.08% |
+18,000
| New | +$791K |
|
113
ZIM Integrated Shipping Services
ZIM
$1.64B
| $790K | 0.08% |
+35,650
| New | +$790K |
|
114
Costco
COST
$419B
| $775K | 0.08% |
1,026
+115
| +13% | +$86.8K |
|
115
TJX Companies
TJX
$155B
| $771K | 0.08% |
7,000
| – | – |
|
116
AutoZone
AZO
$70.1B
| $771K | 0.08% |
260
| – | – |
|
117
UnitedHealth
UNH
$277B
| $758K | 0.08% |
1,488
-764
| -34% | -$389K |
|
118
Amdocs
DOX
$9.25B
| $741K | 0.08% |
9,389
+139
| +2% | +$11K |
|
119
Marvell Technology
MRVL
$53.4B
| $709K | 0.07% |
+10,138
| New | +$709K |
|
120
Global Payments
GPN
$20.9B
| $692K | 0.07% |
7,151
-65
| -0.9% | -$6.29K |
|
121
Procter & Gamble
PG
$369B
| $671K | 0.07% |
4,072
+1,558
| +62% | +$257K |
|
122
Markel Group
MKL
$24.7B
| $662K | 0.07% |
+420
| New | +$662K |
|
123
SPDR S&P Metals & Mining ETF
XME
$2.28B
| $653K | 0.07% |
11,000
+2,000
| +22% | +$119K |
|
124
Goldman Sachs
GS
$220B
| $645K | 0.07% |
1,599
+674
| +73% | +$272K |
|
125
KraneShares CSI China Internet ETF
KWEB
$8.51B
| $643K | 0.07% |
23,800
-170
| -0.7% | -$4.59K |
|