YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$58.3M
2
+$49.9M
3
+$12M
4
CAMT icon
Camtek
CAMT
+$7.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.5M

Top Sells

1
+$16.6M
2
+$5.13M
3
+$2.6M
4
CLBT icon
Cellebrite
CLBT
+$2.42M
5
TATT icon
TAT Technologies
TATT
+$2.3M

Sector Composition

1 Technology 33.22%
2 Industrials 20.69%
3 Utilities 13.53%
4 Materials 6.33%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CIBR icon
101
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.97B
$1.41M 0.08%
18,523
+10,775
LRCX icon
102
Lam Research
LRCX
$272B
$1.41M 0.08%
10,838
+1,088
TJX icon
103
TJX Companies
TJX
$178B
$1.38M 0.08%
9,575
+300
DT icon
104
Dynatrace
DT
$11.4B
$1.34M 0.08%
27,115
-280
IGSB icon
105
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.6B
$1.33M 0.08%
25,130
FROG icon
106
JFrog
FROG
$4.85B
$1.28M 0.07%
27,000
-38,350
UNH icon
107
UnitedHealth
UNH
$257B
$1.27M 0.07%
3,672
+3,327
XLK icon
108
State Street Technology Select Sector SPDR ETF
XLK
$88.7B
$1.23M 0.07%
8,764
+4,284
BAC icon
109
Bank of America
BAC
$347B
$1.2M 0.07%
23,298
-918
QCOM icon
110
Qualcomm
QCOM
$144B
$1.18M 0.07%
7,379
+379
NKE icon
111
Nike
NKE
$83.3B
$1.17M 0.07%
16,810
+6,400
AISPW
112
Airship AI Holdings Warrants
AISPW
$29.7M
$1.13M 0.06%
675,000
BAH icon
113
Booz Allen Hamilton
BAH
$9.41B
$1.1M 0.06%
11,084
-269
TBLA icon
114
Taboola.com
TBLA
$936M
$1.04M 0.06%
300,000
FISV
115
Fiserv Inc
FISV
$31.8B
$1.03M 0.06%
7,989
-168
SKYY icon
116
First Trust Cloud Computing ETF
SKYY
$2.46B
$1.03M 0.06%
7,630
+7,390
XME icon
117
State Street SPDR S&P Metals & Mining ETF
XME
$4.5B
$1.03M 0.06%
11,000
VERX icon
118
Vertex
VERX
$2.3B
$1.02M 0.06%
41,000
GS icon
119
Goldman Sachs
GS
$248B
$996K 0.06%
1,487
-65
AKAM icon
120
Akamai
AKAM
$15.1B
$983K 0.06%
12,895
-471
VT icon
121
Vanguard Total World Stock ETF
VT
$64B
$976K 0.06%
7,085
MCD icon
122
McDonald's
MCD
$234B
$963K 0.05%
3,171
-2,576
ITB icon
123
iShares US Home Construction ETF
ITB
$2.52B
$933K 0.05%
8,700
SNOW icon
124
Snowflake
SNOW
$60.2B
$902K 0.05%
4,000
CMG icon
125
Chipotle Mexican Grill
CMG
$45.4B
$843K 0.05%
21,505
-8,000
3 4
5
6 7