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 | |
|---|---|---|---|---|---|---|
151
lululemon athletica
LULU
$24.7B
| $386K | 0.04% |
+1,293
| New | +$386K |
|
152
Waste Connections
WCN
$46.6B
| $386K | 0.04% |
2,200
| – | – |
|
153
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.73B
| $385K | 0.04% |
10,500
| – | – |
|
154
Fiserv
FI
$74B
| $384K | 0.04% |
2,577
-149
| -5% | -$22.2K |
|
155
iShares MSCI ACWI ETF
ACWI
$22.1B
| $359K | 0.04% |
3,201
-141
| -4% | -$15.8K |
|
156
Boston Properties
BXP
$11.9B
| $357K | 0.04% |
5,800
| – | – |
|
157
Cellebrite
CLBT
$4B
| $347K | 0.04% |
+29,000
| New | +$347K |
|
158
Shopify
SHOP
$189B
| $346K | 0.04% |
5,244
-316
| -6% | -$20.9K |
|
159
iShares Expanded Tech-Software Sector ETF
IGV
$9.73B
| $346K | 0.04% |
3,980
-700
| -15% | -$60.8K |
|
160
Home Depot
HD
$410B
| $335K | 0.03% |
975
+149
| +18% | +$51.3K |
|
161
Hilton Worldwide
HLT
$65.4B
| $327K | 0.03% |
+1,500
| New | +$327K |
|
162
SP Funds S&P 500 Sharia ETF
SPUS
$1.49B
| $320K | 0.03% |
7,900
| – | – |
|
163
Sanofi
SNY
$111B
| $315K | 0.03% |
6,500
| – | – |
|
164
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
| $312K | 0.03% |
1,711
+350
| +26% | +$63.7K |
|
165
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.4B
| $311K | 0.03% |
5,524
+640
| +13% | +$36.1K |
|
166
Fidelity National Information Services
FIS
$35.9B
| $311K | 0.03% |
4,130
+14
| +0.3% | +$1.06K |
|
167
DoubleVerify
DV
$2.5B
| $305K | 0.03% |
15,676
+4,500
| +40% | +$87.6K |
|
168
Intuit
INTU
$186B
| $296K | 0.03% |
450
-1,255
| -74% | -$825K |
|
169
American Express
AXP
$230B
| $281K | 0.03% |
1,216
+376
| +45% | +$86.9K |
|
|
XYZ
170
Block, Inc.
XYZ
$46.2B
| $273K | 0.03% |
4,233
+59
| +1% | +$3.81K |
|
171
Regal Rexnord
RRX
$9.78B
| $270K | 0.03% |
2,000
| – | – |
|
172
Kimco Realty
KIM
$15.4B
| $263K | 0.03% |
13,500
| – | – |
|
173
N-able
NABL
$1.47B
| $263K | 0.03% |
17,243
-1,720
| -9% | -$26.2K |
|
174
Global E Online
GLBE
$5.95B
| $254K | 0.03% |
+7,000
| New | +$254K |
|
175
Rapid7
RPD
$1.28B
| $251K | 0.03% |
5,817
-736
| -11% | -$31.8K |
|