YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
This Quarter Est. Return
1 Year Est. Return
+74.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.09B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$11.5M
3
+$10.5M
4
SEDG icon
SolarEdge
SEDG
+$10.3M
5
ORA icon
Ormat Technologies
ORA
+$8.2M

Top Sells

1
+$16M
2
+$9.52M
3
+$9.02M
4
WIX icon
WIX.com
WIX
+$6.54M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Sector Composition

1 Technology 30.52%
2 Industrials 24.59%
3 Utilities 17.09%
4 Materials 5.22%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TER icon
151
Teradyne
TER
$36.3B
$503K 0.02%
2,600
+100
IGV icon
152
iShares Expanded Tech-Software Sector ETF
IGV
$6.74B
$499K 0.02%
4,722
+982
VCSH icon
153
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$488K 0.02%
6,123
+440
AA icon
154
Alcoa
AA
$16.5B
$481K 0.02%
+9,055
S icon
155
SentinelOne
S
$4.78B
$457K 0.02%
30,472
+470
FICO icon
156
Fair Isaac
FICO
$36.8B
$448K 0.02%
265
PCTY icon
157
Paylocity
PCTY
$7.96B
$442K 0.02%
2,900
SPSK icon
158
SP Funds Dow Jones Global Sukuk ETF
SPSK
$456M
$441K 0.02%
24,180
QLYS icon
159
Qualys
QLYS
$4.69B
$427K 0.02%
3,215
-31
AXP icon
160
American Express
AXP
$254B
$425K 0.02%
1,146
-42
TGB
161
Taseko Mines
TGB
$2.7B
$424K 0.02%
75,000
-10,000
SPUS icon
162
SP Funds S&P 500 Sharia ETF
SPUS
$1.96B
$403K 0.02%
7,900
BLDR icon
163
Builders FirstSource
BLDR
$14B
$398K 0.02%
+3,866
VRNS icon
164
Varonis Systems
VRNS
$4.05B
$384K 0.02%
11,721
-27,806
FSLR icon
165
First Solar
FSLR
$26.5B
$384K 0.02%
1,468
-6,848
XLI icon
166
State Street Industrial Select Sector SPDR ETF
XLI
$28.2B
$378K 0.02%
2,435
+250
NKE icon
167
Nike
NKE
$97.6B
$376K 0.02%
5,820
-10,990
PERI icon
168
Perion Network
PERI
$383M
$365K 0.02%
38,567
+11,555
LMT icon
169
Lockheed Martin
LMT
$137B
$333K 0.02%
686
PG icon
170
Procter & Gamble
PG
$350B
$328K 0.02%
2,291
-14,959
CMG icon
171
Chipotle Mexican Grill
CMG
$54.2B
$317K 0.02%
8,571
-12,934
SNY icon
172
Sanofi
SNY
$113B
$315K 0.02%
6,500
BXP icon
173
Boston Properties
BXP
$10.5B
$312K 0.01%
6,433
-596
NEE icon
174
NextEra Energy
NEE
$177B
$309K 0.01%
3,845
-153
POOL icon
175
Pool Corp
POOL
$9.97B
$298K 0.01%
+1,302
5 6
7
8 9