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
$2.09B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$12.4M
3
+$9.43M
4
ESLT icon
Elbit Systems
ESLT
+$9.17M
5
ORA icon
Ormat Technologies
ORA
+$8.16M

Top Sells

1
+$16M
2
+$9.52M
3
+$9.45M
4
WIX icon
WIX.com
WIX
+$7.62M
5
META icon
Meta Platforms (Facebook)
META
+$2.72M

Sector Composition

1 Technology 30.52%
2 Industrials 24.59%
3 Utilities 17.09%
4 Materials 5.22%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZOOZ
176
ZOOZ Strategy Ltd
ZOOZ
$61.4M
$295K 0.01%
721,999
CXSE icon
177
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$539M
$281K 0.01%
7,000
LHX icon
178
L3Harris
LHX
$69.3B
$281K 0.01%
956
UMMA icon
179
Wahed Dow Jones Islamic World ETF
UMMA
$214M
$280K 0.01%
9,450
AIQ icon
180
Global X Artificial Intelligence & Technology ETF
AIQ
$7.72B
$267K 0.01%
5,250
C icon
181
Citigroup
C
$186B
$259K 0.01%
2,218
-160
AIRR icon
182
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.34B
$258K 0.01%
2,625
-975
TENB icon
183
Tenable Holdings
TENB
$2.41B
$252K 0.01%
10,700
-190
FLOT icon
184
iShares Floating Rate Bond ETF
FLOT
$9.21B
$248K 0.01%
22,860
-400
AUDC icon
185
AudioCodes
AUDC
$227M
$239K 0.01%
+27,552
XLC icon
186
State Street Communication Services Select Sector SPDR ETF
XLC
$27B
$235K 0.01%
2,000
ABBV icon
187
AbbVie
ABBV
$402B
$234K 0.01%
1,025
-205
IGIB icon
188
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
$232K 0.01%
4,300
IHE icon
189
iShares US Pharmaceuticals ETF
IHE
$1.03B
$229K 0.01%
2,700
BX icon
190
Blackstone
BX
$86.7B
$224K 0.01%
1,982
-22
MS icon
191
Morgan Stanley
MS
$255B
$222K 0.01%
1,251
-84
IEI icon
192
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$218K 0.01%
1,824
-17,925
INDA icon
193
iShares MSCI India ETF
INDA
$8.85B
$215K 0.01%
3,970
WFC icon
194
Wells Fargo
WFC
$243B
$211K 0.01%
2,263
-458
VST icon
195
Vistra
VST
$55.4B
$202K 0.01%
1,250
+334
BB icon
196
BlackBerry
BB
$2.05B
$201K 0.01%
53,005
-508
CVS icon
197
CVS Health
CVS
$99.6B
$198K 0.01%
2,490
+1,450
XLP icon
198
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.6B
$196K 0.01%
2,520
-625
ITA icon
199
iShares US Aerospace & Defense ETF
ITA
$15.8B
$195K 0.01%
909
-172
NABL icon
200
N-able
NABL
$927M
$184K 0.01%
24,624
-108
6 7
8
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