YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+11.27%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$520M
AUM Growth
+$52.8K
(+0.01%)
Cap. Flow
-$39.8M
Cap. Flow
% of AUM
-7.65%
Top 10 Holdings %
Top 10 Hldgs %
40.75%
Holding
366
New
28
Increased
97
Reduced
101
Closed
18
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.64M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$4.21M |
| 3 |
Invesco QQQ Trust
QQQ
|
$2.88M |
| 4 |
Veeva Systems
VEEV
|
$2.65M |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
$2.28M |
Top Sells
| 1 |
Tower Semiconductor
TSEM
|
$28.4M |
| 2 |
Sanofi
SNY
|
$12.9M |
| 3 |
Amgen
AMGN
|
$12.7M |
| 4 |
Enlight Renewable Energy
ENLT
|
$3.9M |
| 5 |
InMode
INMD
|
$2.19M |
Sector Composition
| 1 | Technology | 45.74% |
| 2 | Healthcare | 11.26% |
| 3 | Financials | 9.6% |
| 4 | Communication Services | 6.49% |
| 5 | Consumer Discretionary | 4.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Fiserv
FI
$74B
| $364K | 0.07% |
2,743
+421
| +18% | +$55.9K |
|
127
iShares MSCI ACWI ETF
ACWI
$22.1B
| $355K | 0.07% |
3,497
-570
| -14% | -$57.9K |
|
128
Fidelity National Information Services
FIS
$35.9B
| $346K | 0.07% |
5,863
+949
| +19% | +$55.9K |
|
129
First Solar
FSLR
$21.7B
| $345K | 0.07% |
2,000
-800
| -29% | -$138K |
|
130
ARK Innovation ETF
ARKK
$7.46B
| $325K | 0.06% |
+6,200
| New | +$325K |
|
131
Procter & Gamble
PG
$373B
| $318K | 0.06% |
2,174
+113
| +5% | +$16.5K |
|
132
Regal Rexnord
RRX
$9.78B
| $311K | 0.06% |
2,100
-850
| -29% | -$126K |
|
133
Lam Research
LRCX
$127B
| $305K | 0.06% |
3,900
| – | – |
|
134
Ollie's Bargain Outlet
OLLI
$8.21B
| $304K | 0.06% |
4,000
| – | – |
|
135
Waste Connections
WCN
$46.6B
| $299K | 0.06% |
2,000
-570
| -22% | -$85.1K |
|
136
Qualcomm
QCOM
$172B
| $298K | 0.06% |
+2,060
| New | +$298K |
|
137
TJX Companies
TJX
$157B
| $283K | 0.05% |
3,020
+1,120
| +59% | +$105K |
|
138
Varonis Systems
VRNS
$6.24B
| $280K | 0.05% |
6,420
-8,936
| -58% | -$390K |
|
|
139
Tower Semiconductor
TSEM
$7.04B
| $278K | 0.05% |
9,110
-929,656
| -99% | -$28.4M |
|
140
Rapid7
RPD
$1.28B
| $278K | 0.05% |
4,891
-3,647
| -43% | -$207K |
|
141
Micron Technology
MU
$139B
| $268K | 0.05% |
3,140
+970
| +45% | +$82.7K |
|
142
Home Depot
HD
$410B
| $265K | 0.05% |
766
+337
| +79% | +$117K |
|
143
REE Automotive
REE
$18.6M
| $257K | 0.05% |
49,997
-3
| -0% | -$15 |
|
144
Align Technology
ALGN
$9.76B
| $256K | 0.05% |
933
| – | – |
|
145
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.73B
| $245K | 0.05% |
7,500
| – | – |
|
146
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
| $243K | 0.05% |
1,361
-100
| -7% | -$17.9K |
|
147
Innoviz Technologies
INVZ
$315M
| $242K | 0.05% |
95,500
-13,500
| -12% | -$34.2K |
|
|
SLNA
148
DELISTED
Selina Hospitality PLC Ordinary Shares
SLNA
| $240K | 0.05% |
1,350,001
-3,611,678
| -73% | -$643K |
|
149
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.4B
| $237K | 0.05% |
4,404
+74
| +2% | +$3.98K |
|
150
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40B
| $231K | 0.04% |
614
+12
| +2% | +$4.52K |
|