YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+11.73%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$564M
AUM Growth
+$43.7M
(+8.4%)
Cap. Flow
-$7.06M
Cap. Flow
% of AUM
-1.25%
Top 10 Holdings %
Top 10 Hldgs %
38.4%
Holding
357
New
9
Increased
117
Reduced
88
Closed
25
Top Buys
| 1 |
Leonardo DRS
DRS
|
$6.58M |
| 2 |
ODDITY Tech
ODD
|
$6.52M |
| 3 |
SolarEdge
SEDG
|
$5.23M |
| 4 |
Palo Alto Networks
PANW
|
$3.71M |
| 5 |
WIX.com
WIX
|
$2.78M |
Top Sells
| 1 |
Pfizer
PFE
|
$22M |
| 2 |
Takeda Pharmaceutical
TAK
|
$17M |
| 3 |
TSMC
TSM
|
$12.7M |
| 4 |
InMode
INMD
|
$4.05M |
| 5 |
Novartis
NVS
|
$3.04M |
Sector Composition
| 1 | Technology | 51.23% |
| 2 | Financials | 9.52% |
| 3 | Communication Services | 7.5% |
| 4 | Consumer Discretionary | 5.6% |
| 5 | Industrials | 3.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Takeda Pharmaceutical
TAK
$48.1B
| $431K | 0.08% |
31,000
-1,223,591
| -98% | -$17M |
|
127
Shopify
SHOP
$184B
| $429K | 0.08% |
5,560
+884
| +19% | +$68.2K |
|
128
Procter & Gamble
PG
$373B
| $407K | 0.07% |
2,514
+340
| +16% | +$55.1K |
|
129
iShares Expanded Tech-Software Sector ETF
IGV
$9.69B
| $399K | 0.07% |
4,680
+175
| +4% | +$14.9K |
|
130
DoubleVerify
DV
$2.55B
| $393K | 0.07% |
+11,176
| New | +$393K |
|
131
Micron Technology
MU
$134B
| $392K | 0.07% |
3,340
+200
| +6% | +$23.5K |
|
132
Goldman Sachs
GS
$224B
| $386K | 0.07% |
925
+600
| +185% | +$251K |
|
133
Lam Research
LRCX
$127B
| $379K | 0.07% |
3,900
| – | – |
|
134
Boston Properties
BXP
$11.8B
| $379K | 0.07% |
5,800
-110
| -2% | -$7.18K |
|
135
Waste Connections
WCN
$46.7B
| $378K | 0.07% |
2,200
+200
| +10% | +$34.4K |
|
136
Varonis Systems
VRNS
$6.23B
| $372K | 0.07% |
7,893
+1,473
| +23% | +$69.5K |
|
137
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.71B
| $369K | 0.07% |
10,500
+3,000
| +40% | +$106K |
|
138
iShares MSCI ACWI ETF
ACWI
$22B
| $368K | 0.07% |
3,342
-155
| -4% | -$17K |
|
139
Empire State Realty Trust
ESRT
$1.33B
| $362K | 0.06% |
35,700
-55,700
| -61% | -$564K |
|
140
Regal Rexnord
RRX
$9.59B
| $360K | 0.06% |
2,000
-100
| -5% | -$18K |
|
141
Upwork
UPWK
$2.23B
| $360K | 0.06% |
+29,340
| New | +$360K |
|
|
XYZ
142
Block, Inc.
XYZ
$45.7B
| $353K | 0.06% |
4,174
-1,211
| -22% | -$102K |
|
143
Fair Isaac
FICO
$36.7B
| $331K | 0.06% |
265
+85
| +47% | +$106K |
|
144
Rapid7
RPD
$1.28B
| $321K | 0.06% |
6,553
+1,662
| +34% | +$81.5K |
|
145
Ollie's Bargain Outlet
OLLI
$8.03B
| $318K | 0.06% |
4,000
| – | – |
|
146
Home Depot
HD
$407B
| $317K | 0.06% |
826
+60
| +8% | +$23K |
|
147
Sanofi
SNY
$112B
| $316K | 0.06% |
6,500
-6,210
| -49% | -$302K |
|
148
Tower Semiconductor
TSEM
$6.93B
| $314K | 0.06% |
9,380
+270
| +3% | +$9.03K |
|
149
Fidelity National Information Services
FIS
$36.2B
| $305K | 0.05% |
4,116
-1,747
| -30% | -$130K |
|
150
SP Funds S&P 500 Sharia ETF
SPUS
$1.48B
| $299K | 0.05% |
7,900
+1,320
| +20% | +$50K |
|