YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+11.15%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.11B
AUM Growth
+$157M
(+16%)
Cap. Flow
+$72.7M
Cap. Flow
% of AUM
6.54%
Top 10 Holdings %
Top 10 Hldgs %
47.59%
Holding
482
New
35
Increased
187
Reduced
124
Closed
24
Top Buys
| 1 |
Nova
NVMI
|
$13.4M |
| 2 |
Elbit Systems
ESLT
|
$10.8M |
| 3 |
ICL Group
ICL
|
$10.7M |
| 4 |
NYAX
Nayax
NYAX
|
$10.4M |
| 5 |
Tower Semiconductor
TSEM
|
$9.69M |
Top Sells
| 1 |
Apple
AAPL
|
$4.18M |
| 2 |
TAT Technologies
TATT
|
$3.32M |
| 3 |
ASML
ASML
|
$3.05M |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
$2.22M |
| 5 |
NVIDIA
NVDA
|
$1.66M |
Sector Composition
| 1 | Technology | 41.62% |
| 2 | Industrials | 15.02% |
| 3 | Utilities | 8.8% |
| 4 | Materials | 7.41% |
| 5 | Communication Services | 4.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Gilat Satellite Networks
GILT
$570M
| $250K | 0.02% |
40,052
-8,575
| -18% | -$53.5K |
|
177
Citigroup
C
$176B
| $247K | 0.02% |
3,506
+1,276
| +57% | +$89.7K |
|
178
AbbVie
ABBV
$375B
| $243K | 0.02% |
1,369
+198
| +17% | +$35.2K |
|
179
Morgan Stanley
MS
$236B
| $243K | 0.02% |
1,934
+835
| +76% | +$105K |
|
180
The Communication Services Select Sector SPDR Fund
XLC
$25.8B
| $235K | 0.02% |
2,430
| – | – |
|
181
Wahed Dow Jones Islamic World ETF
UMMA
$154M
| $223K | 0.02% |
9,450
| – | – |
|
182
AudioCodes
AUDC
$274M
| $213K | 0.02% |
21,545
-127,569
| -86% | -$1.26M |
|
183
Rapid7
RPD
$1.32B
| $210K | 0.02% |
5,214
-92
| -2% | -$3.7K |
|
184
IBM
IBM
$232B
| $209K | 0.02% |
953
+3
| +0.3% | +$659 |
|
185
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$507M
| $209K | 0.02% |
7,000
| – | – |
|
186
Cisco
CSCO
$264B
| $200K | 0.02% |
3,375
+4
| +0.1% | +$237 |
|
187
Kinder Morgan
KMI
$59.1B
| $198K | 0.02% |
7,211
-1,480
| -17% | -$40.6K |
|
188
Altria Group
MO
$112B
| $196K | 0.02% |
3,741
-276
| -7% | -$14.4K |
|
189
S&P Global
SPGI
$164B
| $195K | 0.02% |
392
+187
| +91% | +$93.1K |
|
|
TGB
190
Taseko Mines
TGB
$1.05B
| $195K | 0.02% |
+100,000
| New | +$195K |
|
191
Honeywell
HON
$136B
| $194K | 0.02% |
858
+234
| +38% | +$52.8K |
|
192
SPDR S&P Aerospace & Defense ETF
XAR
$3.95B
| $192K | 0.02% |
1,160
| – | – |
|
|
CMCT
193
Creative Media & Community Trust
CMCT
$5.34M
| $191K | 0.02% |
3,396
+68
| +2% | +$3.82K |
|
194
Bristol-Myers Squibb
BMY
$96B
| $191K | 0.02% |
3,375
+40
| +1% | +$2.26K |
|
195
AT&T
T
$212B
| $184K | 0.02% |
8,095
-1,055
| -12% | -$24K |
|
196
Thermo Fisher Scientific
TMO
$186B
| $180K | 0.02% |
346
-16
| -4% | -$8.32K |
|
197
iShares US Pharmaceuticals ETF
IHE
$581M
| $177K | 0.02% |
2,700
| – | – |
|
198
Alexandria Real Estate Equities
ARE
$14.5B
| $176K | 0.02% |
1,800
| – | – |
|
199
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $175K | 0.02% |
1,327
+86
| +7% | +$11.3K |
|
200
Verizon
VZ
$187B
| $174K | 0.02% |
4,359
-1,050
| -19% | -$42K |
|