YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
-4.82%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$520M
AUM Growth
+$86.9M
(+20%)
Cap. Flow
+$111M
Cap. Flow
% of AUM
21.39%
Top 10 Holdings %
Top 10 Hldgs %
42.1%
Holding
378
New
51
Increased
57
Reduced
129
Closed
40
Top Buys
| 1 |
Ituran Location and Control
ITRN
|
$29.3M |
| 2 |
Tower Semiconductor
TSEM
|
$23.1M |
| 3 |
SolarEdge
SEDG
|
$12.4M |
| 4 |
ODDITY Tech
ODD
|
$10.2M |
| 5 |
Similarweb
SMWB
|
$8.96M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$7.93M |
| 2 |
InMode
INMD
|
$5.28M |
| 3 |
Palo Alto Networks
PANW
|
$2.23M |
| 4 |
Apple
AAPL
|
$1.87M |
| 5 |
Sanofi
SNY
|
$1.8M |
Sector Composition
| 1 | Technology | 44.09% |
| 2 | Healthcare | 19.11% |
| 3 | Financials | 9.19% |
| 4 | Communication Services | 6.05% |
| 5 | Consumer Discretionary | 3.97% |
