YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$58.3M
2
+$49.9M
3
+$12M
4
CAMT icon
Camtek
CAMT
+$7.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.5M

Top Sells

1
+$16.6M
2
+$5.13M
3
+$2.6M
4
CLBT icon
Cellebrite
CLBT
+$2.42M
5
TATT icon
TAT Technologies
TATT
+$2.3M

Sector Composition

1 Technology 33.22%
2 Industrials 20.69%
3 Utilities 13.53%
4 Materials 6.33%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GILT icon
151
Gilat Satellite Networks
GILT
$1.28B
$508K 0.03%
39,856
+10,225
AGG icon
152
iShares Core US Aggregate Bond ETF
AGG
$140B
$470K 0.03%
4,695
+275
XOM icon
153
Exxon Mobil
XOM
$625B
$464K 0.03%
4,119
+462
PCTY icon
154
Paylocity
PCTY
$6.09B
$462K 0.03%
2,900
-8,638
VCSH icon
155
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.9B
$454K 0.03%
5,683
SPSK icon
156
SP Funds Dow Jones Global Sukuk ETF
SPSK
$487M
$447K 0.03%
24,180
QLYS icon
157
Qualys
QLYS
$3.37B
$443K 0.03%
3,246
-75
IGV icon
158
iShares Expanded Tech-Software Sector ETF
IGV
$10.7B
$430K 0.02%
3,740
-330
FICO icon
159
Fair Isaac
FICO
$31.6B
$397K 0.02%
265
AXP icon
160
American Express
AXP
$209B
$394K 0.02%
1,188
-201
SPUS icon
161
SP Funds S&P 500 Sharia ETF
SPUS
$2.07B
$390K 0.02%
7,900
TGB
162
Taseko Mines
TGB
$2.69B
$360K 0.02%
85,000
RDNT icon
163
RadNet
RDNT
$4.66B
$351K 0.02%
+4,600
AIRR icon
164
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.41B
$348K 0.02%
3,600
TER icon
165
Teradyne
TER
$47.2B
$344K 0.02%
+2,500
LMT icon
166
Lockheed Martin
LMT
$151B
$343K 0.02%
686
+264
BXP icon
167
Boston Properties
BXP
$8.3B
$343K 0.02%
7,029
+2,339
XLI icon
168
State Street Industrial Select Sector SPDR ETF
XLI
$29.9B
$336K 0.02%
2,185
-341
TENB icon
169
Tenable Holdings
TENB
$2.33B
$325K 0.02%
10,890
-279
SHOP icon
170
Shopify
SHOP
$169B
$314K 0.02%
2,106
-575
CXSE icon
171
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$541M
$312K 0.02%
7,000
SNY icon
172
Sanofi
SNY
$107B
$307K 0.02%
6,500
NEE icon
173
NextEra Energy
NEE
$190B
$302K 0.02%
3,998
+54
LHX icon
174
L3Harris
LHX
$67.6B
$292K 0.02%
956
ABBV icon
175
AbbVie
ABBV
$403B
$285K 0.02%
1,230
-87
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