YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+5.41%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.14B
AUM Growth
+$31.8M
(+2.9%)
Cap. Flow
+$23.4M
Cap. Flow
% of AUM
2.04%
Top 10 Holdings %
Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$18.7M |
| 2 |
ODYS
Odysight.ai Inc. Common Stock
ODYS
|
$11.9M |
| 3 |
Enlight Renewable Energy
ENLT
|
$8.84M |
| 4 |
ICL Group
ICL
|
$6.86M |
| 5 |
Global E Online
GLBE
|
$4.85M |
Top Sells
| 1 |
ODDITY Tech
ODD
|
$22.9M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$9.09M |
| 3 |
Ituran Location and Control
ITRN
|
$4.79M |
| 4 |
Sapiens International
SPNS
|
$4.34M |
| 5 |
TAT Technologies
TATT
|
$4.06M |
Sector Composition
| 1 | Technology | 33.14% |
| 2 | Industrials | 19.15% |
| 3 | Utilities | 9.14% |
| 4 | Materials | 8.81% |
| 5 | Communication Services | 4.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.4B
| $428K | 0.04% |
6,798
-1,009
| -13% | -$63.5K |
|
152
American Express
AXP
$230B
| $424K | 0.04% |
1,576
+28
| +2% | +$7.53K |
|
153
Home Depot
HD
$410B
| $415K | 0.04% |
1,120
+90
| +9% | +$33.3K |
|
154
Airbnb
ABNB
$76.8B
| $413K | 0.04% |
3,461
| – | – |
|
155
Intel
INTC
$108B
| $405K | 0.04% |
+17,850
| New | +$405K |
|
156
DarioHealth
DRIO
$24.5M
| $400K | 0.04% |
32,689
-5,000
| -13% | -$61.2K |
|
157
Varonis Systems
VRNS
$6.24B
| $398K | 0.03% |
9,371
+93
| +1% | +$3.95K |
|
158
Qualys
QLYS
$4.85B
| $398K | 0.03% |
3,037
+19
| +0.6% | +$2.49K |
|
159
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.73B
| $397K | 0.03% |
11,600
+1,100
| +10% | +$37.6K |
|
160
Pool Corp
POOL
$11.8B
| $392K | 0.03% |
1,230
| – | – |
|
161
Kimco Realty
KIM
$15.4B
| $389K | 0.03% |
18,317
+4,817
| +36% | +$102K |
|
162
UnitedHealth
UNH
$281B
| $379K | 0.03% |
742
-570
| -43% | -$291K |
|
163
Tenable Holdings
TENB
$3.68B
| $378K | 0.03% |
10,017
+107
| +1% | +$4.04K |
|
164
Sanofi
SNY
$111B
| $360K | 0.03% |
6,500
| – | – |
|
165
Macerich
MAC
$4.68B
| $359K | 0.03% |
20,880
-22,000
| -51% | -$378K |
|
166
Wells Fargo
WFC
$262B
| $349K | 0.03% |
4,862
+449
| +10% | +$32.2K |
|
167
Hilton Worldwide
HLT
$65.4B
| $341K | 0.03% |
1,500
| – | – |
|
168
iShares Expanded Tech-Software Sector ETF
IGV
$9.73B
| $333K | 0.03% |
3,740
-120
| -3% | -$10.7K |
|
169
NextEra Energy, Inc.
NEE
$146B
| $331K | 0.03% |
4,682
-836
| -15% | -$59.1K |
|
|
RSSL
170
Global X Russell 2000 ETF
RSSL
$1.39B
| $329K | 0.03% |
4,192
-1,621
| -28% | -$127K |
|
171
iShares Core US Aggregate Bond ETF
AGG
$131B
| $328K | 0.03% |
3,320
+1,950
| +142% | +$193K |
|
172
PayPal
PYPL
$65.4B
| $326K | 0.03% |
4,999
+479
| +11% | +$31.3K |
|
173
Shopify
SHOP
$189B
| $321K | 0.03% |
2,952
-209
| -7% | -$22.7K |
|
174
Boston Properties
BXP
$11.9B
| $315K | 0.03% |
4,690
| – | – |
|
175
SP Funds S&P 500 Sharia ETF
SPUS
$1.49B
| $308K | 0.03% |
7,900
| – | – |
|