YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
This Quarter Est. Return
1 Year Est. Return
+74.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.09B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$11.5M
3
+$10.5M
4
SEDG icon
SolarEdge
SEDG
+$10.3M
5
ORA icon
Ormat Technologies
ORA
+$8.2M

Top Sells

1
+$16M
2
+$9.52M
3
+$9.02M
4
WIX icon
WIX.com
WIX
+$6.54M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Sector Composition

1 Technology 30.52%
2 Industrials 24.59%
3 Utilities 17.09%
4 Materials 5.22%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
126
Eli Lilly
LLY
$974B
$828K 0.04%
820
-181
XLE icon
127
State Street Energy Select Sector SPDR ETF
XLE
$29.7B
$812K 0.04%
18,154
QCOM icon
128
Qualcomm
QCOM
$169B
$811K 0.04%
4,744
-2,635
XYZ
129
Block Inc
XYZ
$39.4B
$795K 0.04%
12,207
-11,349
ADSK icon
130
Autodesk
ADSK
$56.5B
$760K 0.04%
2,569
-57
XOP icon
131
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$2.1B
$758K 0.04%
6,000
JNJ icon
132
Johnson & Johnson
JNJ
$530B
$738K 0.04%
3,567
-332
VTWO icon
133
Vanguard Russell 2000 ETF
VTWO
$15.1B
$726K 0.03%
7,300
+280
ESTC icon
134
Elastic
ESTC
$7.49B
$713K 0.03%
9,448
-109
XLV icon
135
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$692K 0.03%
4,466
+6
WM icon
136
Waste Management
WM
$91.5B
$691K 0.03%
17,186
+16,486
XOM icon
137
Exxon Mobil
XOM
$559B
$683K 0.03%
5,675
+1,556
WCN icon
138
Waste Connections
WCN
$42.8B
$673K 0.03%
3,837
-413
KO icon
139
Coca-Cola
KO
$308B
$664K 0.03%
9,487
-602
HD icon
140
Home Depot
HD
$382B
$634K 0.03%
1,841
-57
IHI icon
141
iShares US Medical Devices ETF
IHI
$4.02B
$630K 0.03%
10,128
+274
OLLI icon
142
Ollie's Bargain Outlet
OLLI
$7.06B
$603K 0.03%
5,500
WMS icon
143
Advanced Drainage Systems
WMS
$12.2B
$579K 0.03%
4,000
+2,900
AGG icon
144
iShares Core US Aggregate Bond ETF
AGG
$136B
$554K 0.03%
5,545
+850
RSPT icon
145
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.14B
$553K 0.03%
12,040
AISPW
146
Airship AI Holdings Warrants
AISPW
$47.4M
$540K 0.03%
675,000
EQIX icon
147
Equinix
EQIX
$77.5B
$530K 0.03%
691
-259
LIN icon
148
Linde
LIN
$206B
$510K 0.02%
1,197
-56
FISV
149
Fiserv Inc
FISV
$35.7B
$508K 0.02%
7,569
-420
TGT icon
150
Target
TGT
$47.6B
$508K 0.02%
+5,200
4 5
6
7 8