YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+11.15%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.11B
AUM Growth
+$157M
(+16%)
Cap. Flow
+$72.7M
Cap. Flow
% of AUM
6.54%
Top 10 Holdings %
Top 10 Hldgs %
47.59%
Holding
482
New
35
Increased
187
Reduced
124
Closed
24
Top Buys
| 1 |
Nova
NVMI
|
$13.4M |
| 2 |
Elbit Systems
ESLT
|
$10.8M |
| 3 |
ICL Group
ICL
|
$10.7M |
| 4 |
NYAX
Nayax
NYAX
|
$10.4M |
| 5 |
Tower Semiconductor
TSEM
|
$9.69M |
Top Sells
| 1 |
Apple
AAPL
|
$4.18M |
| 2 |
TAT Technologies
TATT
|
$3.32M |
| 3 |
ASML
ASML
|
$3.05M |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
$2.22M |
| 5 |
NVIDIA
NVDA
|
$1.66M |
Sector Composition
| 1 | Technology | 41.62% |
| 2 | Industrials | 15.02% |
| 3 | Utilities | 8.8% |
| 4 | Materials | 7.41% |
| 5 | Communication Services | 4.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Qualys
QLYS
$4.85B
| $423K | 0.04% |
3,018
-95
| -3% | -$13.3K |
|
152
Pool Corp
POOL
$11.8B
| $419K | 0.04% |
1,230
+1,080
| +720% | +$368K |
|
153
Varonis Systems
VRNS
$6.24B
| $412K | 0.04% |
9,278
-209
| -2% | -$9.29K |
|
154
Home Depot
HD
$410B
| $401K | 0.04% |
1,030
+85
| +9% | +$33.1K |
|
155
NextEra Energy, Inc.
NEE
$146B
| $396K | 0.04% |
5,518
-82
| -1% | -$5.88K |
|
156
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.73B
| $393K | 0.04% |
10,500
| – | – |
|
157
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $390K | 0.04% |
2,839
+399
| +16% | +$54.9K |
|
158
Tenable Holdings
TENB
$3.68B
| $390K | 0.04% |
9,910
-163
| -2% | -$6.42K |
|
159
iShares Expanded Tech-Software Sector ETF
IGV
$9.73B
| $386K | 0.03% |
3,860
-120
| -3% | -$12K |
|
160
PayPal
PYPL
$65.4B
| $386K | 0.03% |
4,520
-1,014
| -18% | -$86.5K |
|
161
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
| $377K | 0.03% |
1,681
-30
| -2% | -$6.72K |
|
162
Hilton Worldwide
HLT
$65.4B
| $371K | 0.03% |
1,500
| – | – |
|
163
Boston Properties
BXP
$11.9B
| $349K | 0.03% |
4,690
-1,200
| -20% | -$89.2K |
|
164
SP Funds S&P 500 Sharia ETF
SPUS
$1.49B
| $339K | 0.03% |
7,900
| – | – |
|
165
Shopify
SHOP
$189B
| $336K | 0.03% |
3,161
-720
| -19% | -$76.6K |
|
166
Kimco Realty
KIM
$15.4B
| $316K | 0.03% |
13,500
| – | – |
|
167
Sanofi
SNY
$111B
| $313K | 0.03% |
6,500
| – | – |
|
168
Regal Rexnord
RRX
$9.78B
| $310K | 0.03% |
2,000
| – | – |
|
169
Wells Fargo
WFC
$262B
| $310K | 0.03% |
4,413
+2,152
| +95% | +$151K |
|
170
First Solar
FSLR
$21.7B
| $295K | 0.03% |
1,675
+675
| +68% | +$119K |
|
171
Fidelity National Information Services
FIS
$35.9B
| $288K | 0.03% |
3,566
+188
| +6% | +$15.2K |
|
172
Intuit
INTU
$186B
| $283K | 0.03% |
450
| – | – |
|
173
Ellomay Capital Ltd
ELLO
$235M
| $261K | 0.02% |
16,189
-2,555
| -14% | -$41.2K |
|
174
BlackBerry
BB
$2.26B
| $254K | 0.02% |
67,209
-94
| -0.1% | -$355 |
|
175
Blackstone
BX
$133B
| $250K | 0.02% |
2,343
+544
| +30% | +$58K |
|