YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+5.59%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$980M
AUM Growth
+$416M
(+74%)
Cap. Flow
+$438M
Cap. Flow
% of AUM
44.65%
Top 10 Holdings %
Top 10 Hldgs %
47.26%
Holding
471
New
139
Increased
104
Reduced
101
Closed
14
Top Buys
| 1 |
Elbit Systems
ESLT
|
$71.1M |
| 2 |
Camtek
CAMT
|
$69.2M |
| 3 |
Nova
NVMI
|
$65.1M |
| 4 |
ICL Group
ICL
|
$62.8M |
| 5 |
Tower Semiconductor
TSEM
|
$35.6M |
Top Sells
| 1 |
SolarEdge
SEDG
|
$4.4M |
| 2 |
Palo Alto Networks
PANW
|
$3.37M |
| 3 |
NVIDIA
NVDA
|
$3.35M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.8M |
| 5 |
Meta Platforms (Facebook)
META
|
$2.62M |
Sector Composition
| 1 | Technology | 48.42% |
| 2 | Industrials | 9.26% |
| 3 | Utilities | 7.37% |
| 4 | Materials | 6.49% |
| 5 | Financials | 5.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Invesco Semiconductors ETF
PSI
$730M
| $621K | 0.06% |
9,879
| – | – |
|
127
Sony
SONY
$166B
| $613K | 0.06% |
36,065
| – | – |
|
128
Linde
LIN
$222B
| $571K | 0.06% |
1,302
+2
| +0.2% | +$878 |
|
129
Johnson & Johnson
JNJ
$431B
| $547K | 0.06% |
3,744
+638
| +21% | +$93.3K |
|
130
Airbnb
ABNB
$76.8B
| $546K | 0.06% |
3,601
| – | – |
|
131
Technology Select Sector SPDR Fund
XLK
$84B
| $539K | 0.06% |
2,384
+52
| +2% | +$11.8K |
|
132
On Holding
ONON
$15B
| $522K | 0.05% |
+13,455
| New | +$522K |
|
133
SPDR S&P Biotech ETF
XBI
$5.28B
| $519K | 0.05% |
5,600
| – | – |
|
134
iShares MSCI China ETF
MCHI
$7.78B
| $506K | 0.05% |
12,000
| – | – |
|
135
Varonis Systems
VRNS
$6.24B
| $499K | 0.05% |
10,406
+2,513
| +32% | +$121K |
|
136
Qualys
QLYS
$4.85B
| $492K | 0.05% |
3,447
-1,123
| -25% | -$160K |
|
137
Tenable Holdings
TENB
$3.68B
| $483K | 0.05% |
11,094
-154
| -1% | -$6.71K |
|
138
Booking.com
BKNG
$181B
| $483K | 0.05% |
122
| – | – |
|
139
Take-Two Interactive
TTWO
$44.4B
| $466K | 0.05% |
3,000
| – | – |
|
140
Financial Select Sector SPDR Fund
XLF
$54.2B
| $454K | 0.05% |
11,070
+5,900
| +114% | +$242K |
|
141
NextEra Energy, Inc.
NEE
$146B
| $453K | 0.05% |
6,400
-366
| -5% | -$25.9K |
|
142
SoFi Technologies
SOFI
$30.4B
| $443K | 0.05% |
67,039
| – | – |
|
143
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $433K | 0.04% |
2,970
+1,330
| +81% | +$194K |
|
144
First Trust Nasdaq Oil & Gas ETF
FTXN
$123M
| $432K | 0.04% |
14,000
| – | – |
|
145
Lam Research
LRCX
$127B
| $415K | 0.04% |
3,900
| – | – |
|
146
Takeda Pharmaceutical
TAK
$48.3B
| $401K | 0.04% |
31,000
| – | – |
|
147
Target
TGT
$42.1B
| $400K | 0.04% |
2,700
-350
| -11% | -$51.8K |
|
148
Fair Isaac
FICO
$36.5B
| $394K | 0.04% |
265
| – | – |
|
149
Ollie's Bargain Outlet
OLLI
$8.21B
| $393K | 0.04% |
4,000
| – | – |
|
150
PayPal
PYPL
$65.4B
| $390K | 0.04% |
6,723
-1,092
| -14% | -$63.4K |
|