YDMI

Y.D. More Investments Portfolio holdings

AUM $1.77B
1-Year Est. Return 65.6%
This Quarter Est. Return
1 Year Est. Return
+65.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$14.2M
3
+$10.2M
4
NVMI icon
Nova
NVMI
+$5.68M
5
SPNS icon
Sapiens International
SPNS
+$4.1M

Top Sells

1
+$13M
2
+$12.8M
3
+$10.6M
4
SHLT
SHL Telemedicine Ltd American Depositary Shares
SHLT
+$4.45M
5
SPOT icon
Spotify
SPOT
+$4.42M

Sector Composition

1 Technology 36.02%
2 Industrials 22.3%
3 Utilities 9.91%
4 Materials 8.42%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MO icon
176
Altria Group
MO
$97B
$265K 0.02%
4,516
+899
CCI icon
177
Crown Castle
CCI
$39.5B
$261K 0.02%
2,593
+523
WFC icon
178
Wells Fargo
WFC
$266B
$255K 0.02%
3,203
-1,659
ITA icon
179
iShares US Aerospace & Defense ETF
ITA
$11.2B
$252K 0.02%
1,344
+408
UMMA icon
180
Wahed Dow Jones Islamic World ETF
UMMA
$165M
$252K 0.02%
9,450
BB icon
181
BlackBerry
BB
$2.57B
$247K 0.02%
54,306
+4,999
PM icon
182
Philip Morris
PM
$242B
$246K 0.02%
1,360
-169
FIS icon
183
Fidelity National Information Services
FIS
$34.3B
$245K 0.02%
3,037
-624
ABBV icon
184
AbbVie
ABBV
$411B
$242K 0.02%
1,317
-91
CXSE icon
185
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$518M
$241K 0.02%
7,000
LHX icon
186
L3Harris
LHX
$53.9B
$240K 0.02%
956
VZ icon
187
Verizon
VZ
$173B
$239K 0.02%
5,654
+1,134
IGIB icon
188
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
$236K 0.02%
4,450
+3,250
C icon
189
Citigroup
C
$180B
$236K 0.02%
2,785
-1,046
FXO icon
190
First Trust Financials AlphaDEX Fund
FXO
$2.2B
$235K 0.02%
4,200
+700
PERI icon
191
Perion Network
PERI
$458M
$230K 0.02%
22,565
-346,149
MS icon
192
Morgan Stanley
MS
$263B
$230K 0.02%
1,638
-509
RSP icon
193
Invesco S&P 500 Equal Weight ETF
RSP
$74B
$230K 0.02%
1,275
+470
ELLO icon
194
Ellomay Capital Ltd
ELLO
$285M
$222K 0.02%
12,318
+9
INDA icon
195
iShares MSCI India ETF
INDA
$9.53B
$221K 0.02%
3,970
+120
XLY icon
196
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.8B
$218K 0.02%
1,011
+350
GILT icon
197
Gilat Satellite Networks
GILT
$787M
$216K 0.01%
29,631
-1,543
VICI icon
198
VICI Properties
VICI
$32.5B
$212K 0.01%
6,579
+1,316
KO icon
199
Coca-Cola
KO
$306B
$208K 0.01%
2,946
-808
NABL icon
200
N-able
NABL
$1.43B
$208K 0.01%
25,589
+8,654
6 7
8
9 10