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
$1.77B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$58.3M
2
+$49.9M
3
+$12M
4
CAMT icon
Camtek
CAMT
+$7.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.5M

Top Sells

1
+$16.6M
2
+$5.13M
3
+$2.6M
4
CLBT icon
Cellebrite
CLBT
+$2.42M
5
TATT icon
TAT Technologies
TATT
+$2.3M

Sector Composition

1 Technology 33.22%
2 Industrials 20.69%
3 Utilities 13.53%
4 Materials 6.33%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FLOT icon
176
iShares Floating Rate Bond ETF
FLOT
$9.24B
$269K 0.02%
23,260
-500
BB icon
177
BlackBerry
BB
$2.05B
$268K 0.02%
53,513
-793
BWAY
178
Brainsway
BWAY
$495M
$263K 0.01%
+17,425
PERI icon
179
Perion Network
PERI
$358M
$262K 0.01%
27,012
+4,447
UMMA icon
180
Wahed Dow Jones Islamic World ETF
UMMA
$214M
$260K 0.01%
9,450
AIQ icon
181
Global X Artificial Intelligence & Technology ETF
AIQ
$7.77B
$259K 0.01%
5,250
+4,750
BX icon
182
Blackstone
BX
$85.9B
$247K 0.01%
2,004
-456
XLP icon
183
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.9B
$246K 0.01%
3,145
-860
MBLY icon
184
Mobileye
MBLY
$6.76B
$244K 0.01%
17,250
C icon
185
Citigroup
C
$191B
$241K 0.01%
2,378
-407
FXO icon
186
First Trust Financials AlphaDEX Fund
FXO
$1.12B
$238K 0.01%
4,000
-200
PYPL icon
187
PayPal
PYPL
$41.5B
$236K 0.01%
3,519
-503
XLC icon
188
State Street Communication Services Select Sector SPDR ETF
XLC
$26.6B
$236K 0.01%
2,000
-700
MO icon
189
Altria Group
MO
$112B
$233K 0.01%
3,533
-983
IGIB icon
190
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.2B
$232K 0.01%
4,300
-150
WFC icon
191
Wells Fargo
WFC
$243B
$228K 0.01%
2,721
-482
ITA icon
192
iShares US Aerospace & Defense ETF
ITA
$16.2B
$225K 0.01%
1,081
-263
MS icon
193
Morgan Stanley
MS
$257B
$212K 0.01%
1,335
-303
DOC icon
194
Healthpeak Properties
DOC
$12B
$209K 0.01%
10,921
+1,346
INDA icon
195
iShares MSCI India ETF
INDA
$8.81B
$207K 0.01%
3,970
WCLD icon
196
WisdomTree Cloud Computing Fund
WCLD
$264M
$200K 0.01%
5,701
+450
NABL icon
197
N-able
NABL
$893M
$200K 0.01%
24,732
-857
RSKD icon
198
Riskified
RSKD
$672M
$199K 0.01%
41,791
+2,002
IHE icon
199
iShares US Pharmaceuticals ETF
IHE
$1.03B
$196K 0.01%
2,700
CAG icon
200
Conagra Brands
CAG
$8.79B
$193K 0.01%
10,562
+3,990
6 7
8
9 10