YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+23.08%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.45B
AUM Growth
+$308M
(+27%)
Cap. Flow
+$80M
Cap. Flow
% of AUM
5.51%
Top 10 Holdings %
Top 10 Hldgs %
57.09%
Holding
479
New
12
Increased
165
Reduced
164
Closed
27
Top Buys
| 1 |
Elbit Systems
ESLT
|
$70.5M |
| 2 |
Teva Pharmaceuticals
TEVA
|
$14.2M |
| 3 |
Camtek
CAMT
|
$10.2M |
| 4 |
Nova
NVMI
|
$5.68M |
| 5 |
Sapiens International
SPNS
|
$4.1M |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Altria Group
MO
$112B
| $265K | 0.02% |
4,516
+899
| +25% | +$52.8K |
|
177
Crown Castle
CCI
$41.9B
| $261K | 0.02% |
2,593
+523
| +25% | +$52.6K |
|
178
Wells Fargo
WFC
$253B
| $255K | 0.02% |
3,203
-1,659
| -34% | -$132K |
|
179
iShares US Aerospace & Defense ETF
ITA
$9.3B
| $252K | 0.02% |
1,344
+408
| +44% | +$76.6K |
|
180
Wahed Dow Jones Islamic World ETF
UMMA
$154M
| $252K | 0.02% |
9,450
| – | – |
|
181
BlackBerry
BB
$2.31B
| $247K | 0.02% |
54,306
+4,999
| +10% | +$22.7K |
|
182
Philip Morris
PM
$251B
| $246K | 0.02% |
1,360
-169
| -11% | -$30.6K |
|
183
Fidelity National Information Services
FIS
$35.9B
| $245K | 0.02% |
3,037
-624
| -17% | -$50.4K |
|
184
AbbVie
ABBV
$375B
| $242K | 0.02% |
1,317
-91
| -6% | -$16.7K |
|
185
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$507M
| $241K | 0.02% |
7,000
| – | – |
|
186
L3Harris
LHX
$51B
| $240K | 0.02% |
956
| – | – |
|
187
Verizon
VZ
$187B
| $239K | 0.02% |
5,654
+1,134
| +25% | +$48K |
|
188
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.3B
| $236K | 0.02% |
4,450
+3,250
| +271% | +$173K |
|
189
Citigroup
C
$176B
| $236K | 0.02% |
2,785
-1,046
| -27% | -$88.5K |
|
190
First Trust Financials AlphaDEX Fund
FXO
$2.23B
| $235K | 0.02% |
4,200
+700
| +20% | +$39.2K |
|
191
Perion Network
PERI
$413M
| $230K | 0.02% |
22,565
-346,149
| -94% | -$3.53M |
|
192
Morgan Stanley
MS
$236B
| $230K | 0.02% |
1,638
-509
| -24% | -$71.5K |
|
193
Invesco S&P 500 Equal Weight ETF
RSP
$74.1B
| $230K | 0.02% |
1,275
+470
| +58% | +$84.8K |
|
194
Ellomay Capital Ltd
ELLO
| $222K | 0.02% |
12,318
+9
| +0.1% | +$162 |
|
195
iShares MSCI India ETF
INDA
$9.26B
| $221K | 0.02% |
3,970
+120
| +3% | +$6.68K |
|
196
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
| $218K | 0.02% |
1,011
+350
| +53% | +$75.6K |
|
197
Gilat Satellite Networks
GILT
$570M
| $216K | 0.01% |
29,631
-1,543
| -5% | -$11.2K |
|
198
VICI Properties
VICI
$35.8B
| $212K | 0.01% |
6,579
+1,316
| +25% | +$42.5K |
|
199
Coca-Cola
KO
$292B
| $208K | 0.01% |
2,946
-808
| -22% | -$57.1K |
|
200
N-able
NABL
$1.48B
| $208K | 0.01% |
25,589
+8,654
| +51% | +$70.3K |
|