YDMI

Y.D. More Investments Portfolio holdings

AUM $2.55B
1-Year Est. Return 104.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+104.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.55B
AUM Growth
+$465M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$81.6M
2
+$53M
3
+$29.5M
4
ORA icon
Ormat Technologies
ORA
+$27.5M
5
NVMI
Nova
NVMI
+$22.1M

Top Sells

1
+$68.8M
2
+$51.8M
3
+$21.4M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$20.6M
5
TSEM icon
Tower Semiconductor
TSEM
+$10.6M

Sector Composition

1 Technology 33.98%
2 Industrials 23.81%
3 Utilities 19.03%
4 Materials 4.22%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FICO icon
176
Fair Isaac
FICO
$26.4B
$283K 0.01%
265
PG icon
177
Procter & Gamble
PG
$341B
$282K 0.01%
1,946
-345
NTSK
178
Netskope Inc
NTSK
$3.89B
$273K 0.01%
+32,172
FLOT icon
179
iShares Floating Rate Bond ETF
FLOT
$9.57B
$267K 0.01%
29,669
+6,809
AIQ icon
180
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$262K 0.01%
5,650
+400
GLBE icon
181
Global E Online
GLBE
$5.4B
$262K 0.01%
8,500
-74,050
ZWS icon
182
Zurn Elkay Water Solutions
ZWS
$7.9B
$258K 0.01%
+5,755
IGIB icon
183
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
$258K 0.01%
4,880
+580
POOL icon
184
Pool Corp
POOL
$6.76B
$257K 0.01%
1,269
-33
QLYS icon
185
Qualys
QLYS
$3.87B
$256K 0.01%
2,919
-296
FLR icon
186
Fluor
FLR
$6.64B
$248K 0.01%
+5,311
SSD icon
187
Simpson Manufacturing
SSD
$7.63B
$245K 0.01%
+1,429
ENPH icon
188
Enphase Energy
ENPH
$7.39B
$244K 0.01%
6,460
+4,160
AWI icon
189
Armstrong World Industries
AWI
$6.62B
$244K 0.01%
+1,478
ITA icon
190
iShares US Aerospace & Defense ETF
ITA
$13.9B
$243K 0.01%
1,149
+240
BXP icon
191
Boston Properties
BXP
$9.94B
$239K 0.01%
6,246
-187
CMC icon
192
Commercial Metals
CMC
$8.22B
$235K 0.01%
+3,827
IHE icon
193
iShares US Pharmaceuticals ETF
IHE
$922M
$234K 0.01%
2,700
AAON icon
194
Aaon
AAON
$10.9B
$233K 0.01%
+2,812
VRNS icon
195
Varonis Systems
VRNS
$3.75B
$231K 0.01%
10,758
-963
C icon
196
Citigroup
C
$226B
$231K 0.01%
2,044
-174
ZOOZ
197
ZOOZ Strategy Ltd
ZOOZ
$43.7M
$229K 0.01%
721,999
XLC icon
198
State Street Communication Services Select Sector SPDR ETF
XLC
$24B
$218K 0.01%
2,000
XLP icon
199
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$203K 0.01%
2,490
-30
VZ icon
200
Verizon
VZ
$189B
$200K 0.01%
3,977
+721
6 7
8
9 10