YDMI

Y.D. More Investments Portfolio holdings

AUM $2.55B
1-Year Est. Return 104.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+104.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.55B
AUM Growth
+$465M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$81.6M
2
+$53M
3
+$29.5M
4
ORA icon
Ormat Technologies
ORA
+$27.5M
5
NVMI
Nova
NVMI
+$22.1M

Top Sells

1
+$68.8M
2
+$51.8M
3
+$21.4M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$20.6M
5
TSEM icon
Tower Semiconductor
TSEM
+$10.6M

Sector Composition

1 Technology 33.98%
2 Industrials 23.81%
3 Utilities 19.03%
4 Materials 4.22%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WM icon
126
Waste Management
WM
$88.5B
$722K 0.03%
17,017
-169
CIBR icon
127
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.3B
$702K 0.03%
11,273
-12,550
ATI icon
128
ATI
ATI
$24.2B
$687K 0.03%
+4,725
CRS icon
129
Carpenter Technology
CRS
$24B
$678K 0.03%
+1,719
KO icon
130
Coca-Cola
KO
$342B
$657K 0.03%
8,620
-867
AGG icon
131
iShares Core US Aggregate Bond ETF
AGG
$136B
$649K 0.03%
6,545
+1,000
EQIX icon
132
Equinix
EQIX
$107B
$649K 0.03%
663
-28
RKLB icon
133
Rocket Lab Corp
RKLB
$68.8B
$642K 0.03%
+10,000
XLV icon
134
State Street Health Care Select Sector SPDR ETF
XLV
$39B
$637K 0.02%
4,366
-100
ALSN icon
135
Allison Transmission
ALSN
$9.6B
$635K 0.02%
+5,631
WCN
136
Waste Connections
WCN
$39.4B
$623K 0.02%
3,837
AA icon
137
Alcoa
AA
$19B
$604K 0.02%
9,104
+49
SNOW icon
138
Snowflake
SNOW
$82.6B
$603K 0.02%
4,000
APG icon
139
APi Group
APG
$18.2B
$603K 0.02%
+14,888
UBER icon
140
Uber
UBER
$144B
$601K 0.02%
8,350
-29,490
SONY icon
141
Sony
SONY
$129B
$578K 0.02%
27,900
-50,865
VCSH icon
142
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.2B
$570K 0.02%
7,193
+1,070
NEE icon
143
NextEra Energy
NEE
$179B
$560K 0.02%
6,030
+2,185
HD icon
144
Home Depot
HD
$310B
$547K 0.02%
1,674
-167
WPM icon
145
Wheaton Precious Metals
WPM
$52.8B
$524K 0.02%
+4,000
CLH icon
146
Clean Harbors
CLH
$15B
$524K 0.02%
+1,826
OLLI icon
147
Ollie's Bargain Outlet
OLLI
$4.64B
$506K 0.02%
5,500
PERI icon
148
Perion Network
PERI
$310M
$503K 0.02%
50,002
+11,435
XLI icon
149
State Street Industrial Select Sector SPDR ETF
XLI
$30.5B
$498K 0.02%
3,109
+674
VST icon
150
Vistra
VST
$50.2B
$487K 0.02%
3,240
+1,990
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