YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$58.3M
2
+$49.9M
3
+$12M
4
CAMT icon
Camtek
CAMT
+$7.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.5M

Top Sells

1
+$16.6M
2
+$5.13M
3
+$2.6M
4
CLBT icon
Cellebrite
CLBT
+$2.42M
5
TATT icon
TAT Technologies
TATT
+$2.3M

Sector Composition

1 Technology 33.22%
2 Industrials 20.69%
3 Utilities 13.53%
4 Materials 6.33%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESTC icon
126
Elastic
ESTC
$4.8B
$832K 0.05%
9,557
-16,314
DFND
127
DELISTED
Siren DIVCON Dividend Defender ETF
DFND
$824K 0.05%
90,000
ADSK icon
128
Autodesk
ADSK
$50.1B
$816K 0.05%
2,626
-723
MDLZ icon
129
Mondelez International
MDLZ
$73.9B
$815K 0.05%
13,045
-1,677
XLE icon
130
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
$811K 0.05%
18,154
XOP icon
131
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.29B
$793K 0.04%
6,000
-6,000
NOW icon
132
ServiceNow
NOW
$93.4B
$791K 0.04%
4,300
-800
HD icon
133
Home Depot
HD
$335B
$769K 0.04%
1,898
+877
WCN icon
134
Waste Connections
WCN
$42.3B
$747K 0.04%
4,250
EQIX icon
135
Equinix
EQIX
$109B
$744K 0.04%
950
-136
JNJ icon
136
Johnson & Johnson
JNJ
$548B
$723K 0.04%
3,899
-130
OLLI icon
137
Ollie's Bargain Outlet
OLLI
$5.5B
$706K 0.04%
5,500
+1,500
LLY icon
138
Eli Lilly
LLY
$790B
$698K 0.04%
1,001
+26
EA icon
139
Electronic Arts
EA
$50.7B
$697K 0.04%
+3,457
VTWO icon
140
Vanguard Russell 2000 ETF
VTWO
$15.5B
$687K 0.04%
7,020
KO icon
141
Coca-Cola
KO
$330B
$669K 0.04%
10,089
+7,143
XLV icon
142
State Street Health Care Select Sector SPDR ETF
XLV
$37.9B
$620K 0.04%
4,460
-128
LIN icon
143
Linde
LIN
$236B
$595K 0.03%
1,253
-52
IHI icon
144
iShares US Medical Devices ETF
IHI
$3.19B
$592K 0.03%
9,854
-400
PFE icon
145
Pfizer
PFE
$154B
$571K 0.03%
22,421
+393
DRIO icon
146
DarioHealth
DRIO
$54.1M
$567K 0.03%
32,684
-5
MNDY icon
147
monday.com
MNDY
$3.47B
$549K 0.03%
2,835
-6,955
S icon
148
SentinelOne
S
$4.85B
$543K 0.03%
30,002
-14,093
RSPT icon
149
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.62B
$537K 0.03%
12,040
+440
CRWV
150
CoreWeave Inc
CRWV
$58.9B
$534K 0.03%
3,900
+3,400
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6
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