YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Est. Return 49.07%
This Quarter Est. Return
1 Year Est. Return
+49.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.9M
3
+$8.84M
4
ICL icon
ICL Group
ICL
+$6.86M
5
GLBE icon
Global E Online
GLBE
+$4.85M

Top Sells

1
+$22.9M
2
+$9.09M
3
+$4.79M
4
SPNS icon
Sapiens International
SPNS
+$4.34M
5
TATT icon
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 Change
in Stake 		Capital Flow
CIBR icon
151
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.1B
$428K 0.04%
6,798
-1,009
AXP icon
152
American Express
AXP
$242B
$424K 0.04%
1,576
+28
HD icon
153
Home Depot
HD
$387B
$415K 0.04%
1,120
+90
ABNB icon
154
Airbnb
ABNB
$78.1B
$413K 0.04%
3,461
INTC icon
155
Intel
INTC
$176B
$405K 0.04%
+17,850
DRIO icon
156
DarioHealth
DRIO
$84.8M
$400K 0.04%
32,689
-5,000
VRNS icon
157
Varonis Systems
VRNS
$6.86B
$398K 0.03%
9,371
+93
QLYS icon
158
Qualys
QLYS
$4.63B
$398K 0.03%
3,037
+19
RSPT icon
159
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.29B
$397K 0.03%
11,600
+1,100
POOL icon
160
Pool Corp
POOL
$11.1B
$392K 0.03%
1,230
KIM icon
161
Kimco Realty
KIM
$15.2B
$389K 0.03%
18,317
+4,817
UNH icon
162
UnitedHealth
UNH
$327B
$379K 0.03%
742
-570
TENB icon
163
Tenable Holdings
TENB
$3.65B
$378K 0.03%
10,017
+107
SNY icon
164
Sanofi
SNY
$122B
$360K 0.03%
6,500
MAC icon
165
Macerich
MAC
$4.51B
$359K 0.03%
20,880
-22,000
WFC icon
166
Wells Fargo
WFC
$264B
$349K 0.03%
4,862
+449
HLT icon
167
Hilton Worldwide
HLT
$64.7B
$341K 0.03%
1,500
IGV icon
168
iShares Expanded Tech-Software Sector ETF
IGV
$10.2B
$333K 0.03%
3,740
-120
NEE icon
169
NextEra Energy
NEE
$171B
$331K 0.03%
4,682
-836
RSSL
170
Global X Russell 2000 ETF
RSSL
$1.42B
$329K 0.03%
4,192
-1,621
AGG icon
171
iShares Core US Aggregate Bond ETF
AGG
$133B
$328K 0.03%
3,320
+1,950
PYPL icon
172
PayPal
PYPL
$65B
$326K 0.03%
4,999
+479
SHOP icon
173
Shopify
SHOP
$211B
$321K 0.03%
2,952
-209
BXP icon
174
Boston Properties
BXP
$11.6B
$315K 0.03%
4,690
SPUS icon
175
SP Funds S&P 500 Sharia ETF
SPUS
$1.62B
$308K 0.03%
7,900
5 6
7
8 9