YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Est. Return 49.07%
This Quarter Est. Return
1 Year Est. Return
+49.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.9M
3
+$8.84M
4
ICL icon
ICL Group
ICL
+$6.86M
5
GLBE icon
Global E Online
GLBE
+$4.85M

Top Sells

1
+$22.9M
2
+$9.09M
3
+$4.79M
4
SPNS icon
Sapiens International
SPNS
+$4.34M
5
TATT icon
TAT Technologies
TATT
+$4.06M

Sector Composition

1 Technology 33.14%
2 Industrials 19.15%
3 Utilities 9.14%
4 Materials 8.81%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IHI icon
126
iShares US Medical Devices ETF
IHI
$4.36B
$763K 0.07%
12,684
-1,732
AISPW
127
Airship AI Holdings Warrants
AISPW
$52M
$756K 0.07%
+675,000
GS icon
128
Goldman Sachs
GS
$230B
$709K 0.06%
1,743
+66
LRCX icon
129
Lam Research
LRCX
$178B
$709K 0.06%
9,750
-2,100
ACWI icon
130
iShares MSCI ACWI ETF
ACWI
$23B
$708K 0.06%
6,090
+1,950
DOX icon
131
Amdocs
DOX
$9.22B
$703K 0.06%
7,685
-54
JNJ icon
132
Johnson & Johnson
JNJ
$465B
$702K 0.06%
4,234
+17
TTWO icon
133
Take-Two Interactive
TTWO
$47.1B
$634K 0.06%
3,061
LLY icon
134
Eli Lilly
LLY
$728B
$632K 0.06%
948
+777
COST icon
135
Costco
COST
$419B
$629K 0.06%
836
+91
XME icon
136
SPDR S&P Metals & Mining ETF
XME
$2.79B
$616K 0.05%
11,000
LIN icon
137
Linde
LIN
$211B
$608K 0.05%
1,305
-5
NICE icon
138
Nice
NICE
$8.19B
$585K 0.05%
3,794
-9,901
VTWO icon
139
Vanguard Russell 2000 ETF
VTWO
$12.8B
$566K 0.05%
7,020
-5,700
XLV icon
140
Health Care Select Sector SPDR Fund
XLV
$36B
$565K 0.05%
3,868
+1,029
MCHI icon
141
iShares MSCI China ETF
MCHI
$8.13B
$544K 0.05%
10,000
-10,000
PFE icon
142
Pfizer
PFE
$141B
$517K 0.05%
20,400
-12,907
SNOW icon
143
Snowflake
SNOW
$81.9B
$512K 0.04%
3,500
FICO icon
144
Fair Isaac
FICO
$37.8B
$489K 0.04%
265
XLK icon
145
Technology Select Sector SPDR Fund
XLK
$93.9B
$471K 0.04%
2,282
-222
FTXN icon
146
First Trust Nasdaq Oil & Gas ETF
FTXN
$113M
$469K 0.04%
15,500
OLLI icon
147
Ollie's Bargain Outlet
OLLI
$7.39B
$465K 0.04%
4,000
ENPH icon
148
Enphase Energy
ENPH
$4.72B
$451K 0.04%
7,270
-1,820
SPSK icon
149
SP Funds Dow Jones Global Sukuk ETF
SPSK
$378M
$436K 0.04%
+24,180
FI icon
150
Fiserv
FI
$68.1B
$432K 0.04%
1,955
-121
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