YDMI

Y.D. More Investments Portfolio holdings

AUM $1.77B
1-Year Est. Return 65.6%
This Quarter Est. Return
1 Year Est. Return
+65.6%
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
+$60.9M
2
+$57.8M
3
+$13.8M
4
CAMT icon
Camtek
CAMT
+$9.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.75M

Top Sells

1
+$17.1M
2
+$5.55M
3
+$2.85M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.7M
5
TATT icon
TAT Technologies
TATT
+$2.69M

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
ESTC icon
126
Elastic
ESTC
$7.87B
$832K 0.05%
9,557
-16,314
DFND icon
127
Siren DIVCON Dividend Defender ETF
DFND
$8.96M
$824K 0.05%
90,000
ADSK icon
128
Autodesk
ADSK
$65B
$816K 0.05%
2,626
-723
MDLZ icon
129
Mondelez International
MDLZ
$70.9B
$815K 0.05%
13,045
-1,677
XLE icon
130
State Street Energy Select Sector SPDR ETF
XLE
$13.8B
$811K 0.05%
9,077
XOP icon
131
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.87B
$793K 0.04%
6,000
-6,000
NOW icon
132
ServiceNow
NOW
$177B
$791K 0.04%
860
-160
HD icon
133
Home Depot
HD
$353B
$769K 0.04%
1,898
+877
WCN icon
134
Waste Connections
WCN
$44.3B
$747K 0.04%
4,250
EQIX icon
135
Equinix
EQIX
$72.8B
$744K 0.04%
950
-136
JNJ icon
136
Johnson & Johnson
JNJ
$487B
$723K 0.04%
3,899
-130
OLLI icon
137
Ollie's Bargain Outlet
OLLI
$7.44B
$706K 0.04%
5,500
+1,500
LLY icon
138
Eli Lilly
LLY
$904B
$698K 0.04%
1,001
+26
EA icon
139
Electronic Arts
EA
$51B
$697K 0.04%
+3,457
VTWO icon
140
Vanguard Russell 2000 ETF
VTWO
$13.9B
$687K 0.04%
7,020
KO icon
141
Coca-Cola
KO
$301B
$669K 0.04%
10,089
+7,143
XLV icon
142
State Street Health Care Select Sector SPDR ETF
XLV
$40.1B
$620K 0.04%
4,460
-128
LIN icon
143
Linde
LIN
$187B
$595K 0.03%
1,253
-52
IHI icon
144
iShares US Medical Devices ETF
IHI
$4.25B
$592K 0.03%
9,854
-400
PFE icon
145
Pfizer
PFE
$148B
$571K 0.03%
22,421
+393
DRIO icon
146
DarioHealth
DRIO
$80.1M
$567K 0.03%
32,684
-5
MNDY icon
147
monday.com
MNDY
$8.09B
$549K 0.03%
2,835
-6,955
S icon
148
SentinelOne
S
$4.87B
$543K 0.03%
30,002
-14,093
RSPT icon
149
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.06B
$537K 0.03%
12,040
+440
CRWV
150
CoreWeave Inc
CRWV
$44B
$534K 0.03%
3,900
+3,400
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6
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