YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+23.08%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.45B
AUM Growth
+$308M
(+27%)
Cap. Flow
+$80M
Cap. Flow
% of AUM
5.51%
Top 10 Holdings %
Top 10 Hldgs %
57.09%
Holding
479
New
12
Increased
165
Reduced
164
Closed
27
Top Buys
| 1 |
Elbit Systems
ESLT
|
$70.5M |
| 2 |
Teva Pharmaceuticals
TEVA
|
$14.2M |
| 3 |
Camtek
CAMT
|
$10.2M |
| 4 |
Nova
NVMI
|
$5.68M |
| 5 |
Sapiens International
SPNS
|
$4.1M |
Top Sells
Sector Composition
| 1 | Technology | 36.02% |
| 2 | Industrials | 22.3% |
| 3 | Utilities | 9.91% |
| 4 | Materials | 8.42% |
| 5 | Communication Services | 3.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
KraneShares CSI China Internet ETF
KWEB
$8.44B
| $1.37M | 0.09% |
40,000
-28,000
| -41% | -$961K |
|
|
AISPW
102
Airship AI Holdings Warrants
AISPW
$38.5M
| $1.34M | 0.09% |
675,000
| – | – |
|
103
First Solar
FSLR
$21.5B
| $1.34M | 0.09% |
8,108
+7
| +0.1% | +$1.16K |
|
104
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $1.33M | 0.09% |
25,130
| – | – |
|
105
iShares MSCI ACWI ETF
ACWI
$22B
| $1.32M | 0.09% |
10,299
+4,209
| +69% | +$541K |
|
106
Costco
COST
$425B
| $1.3M | 0.09% |
1,371
+535
| +64% | +$508K |
|
107
Global X Defense Tech ETF
SHLD
$3.45B
| $1.3M | 0.09% |
21,575
-425
| -2% | -$25.6K |
|
108
Cameco
CCJ
$33.2B
| $1.3M | 0.09% |
+17,500
| New | +$1.3M |
|
109
Micron Technology
MU
$135B
| $1.29M | 0.09% |
10,495
-578
| -5% | -$71.2K |
|
110
Advanced Micro Devices
AMD
$260B
| $1.22M | 0.08% |
8,603
-1,502
| -15% | -$213K |
|
111
Booz Allen Hamilton
BAH
$12.8B
| $1.17M | 0.08% |
11,353
+808
| +8% | +$83.1K |
|
112
TJX Companies
TJX
$157B
| $1.15M | 0.08% |
9,275
+1,275
| +16% | +$157K |
|
113
Bank of America
BAC
$374B
| $1.14M | 0.08% |
24,216
-4,302
| -15% | -$203K |
|
114
Qualcomm
QCOM
$170B
| $1.11M | 0.08% |
7,000
-50
| -0.7% | -$7.96K |
|
115
Taboola.com
TBLA
$988M
| $1.1M | 0.08% |
300,000
| – | – |
|
116
Akamai
AKAM
$11B
| $1.06M | 0.07% |
13,366
+850
| +7% | +$67.7K |
|
117
ServiceNow
NOW
$187B
| $1.05M | 0.07% |
1,020
-20
| -2% | -$20.6K |
|
118
Autodesk
ADSK
$67.6B
| $1.04M | 0.07% |
3,349
-35
| -1% | -$10.8K |
|
119
Mondelez International
MDLZ
$79B
| $992K | 0.07% |
14,722
-170
| -1% | -$11.5K |
|
120
Lam Research
LRCX
$127B
| $949K | 0.07% |
9,750
| – | – |
|
121
Vanguard Total World Stock ETF
VT
$51.6B
| $911K | 0.06% |
7,085
| – | – |
|
122
Snowflake
SNOW
$73B
| $895K | 0.06% |
4,000
+500
| +14% | +$112K |
|
123
Goldman Sachs
GS
$224B
| $894K | 0.06% |
1,552
-191
| -11% | -$110K |
|
124
Equinix
EQIX
$74.9B
| $863K | 0.06% |
1,086
-46
| -4% | -$36.6K |
|
125
iShares US Home Construction ETF
ITB
$3.26B
| $811K | 0.06% |
8,700
-1,200
| -12% | -$112K |
|