YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Est. Return 49.07%
This Quarter Est. Return
1 Year Est. Return
+49.07%
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
O icon
201
Realty Income
O
$55.1B
$206K 0.01%
3,609
+721
T icon
202
AT&T
T
$183B
$201K 0.01%
7,175
+1,440
RSKD icon
203
Riskified
RSKD
$754M
$198K 0.01%
39,789
+6,743
RPD icon
204
Rapid7
RPD
$1.24B
$197K 0.01%
8,686
+2,847
LMT icon
205
Lockheed Martin
LMT
$114B
$195K 0.01%
422
+100
SPHD icon
206
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.15B
$195K 0.01%
4,120
-400
AUDC icon
207
AudioCodes
AUDC
$256M
$194K 0.01%
19,797
+108
NICE icon
208
Nice
NICE
$8.19B
$193K 0.01%
1,144
-2,650
WCLD icon
209
WisdomTree Cloud Computing Fund
WCLD
$324M
$190K 0.01%
5,251
+1,300
ES icon
210
Eversource Energy
ES
$27.1B
$187K 0.01%
2,956
+594
CSCO icon
211
Cisco
CSCO
$279B
$185K 0.01%
2,667
+1,150
LYB icon
212
LyondellBasell Industries
LYB
$14.5B
$180K 0.01%
3,075
+605
IHE icon
213
iShares US Pharmaceuticals ETF
IHE
$606M
$177K 0.01%
2,700
D icon
214
Dominion Energy
D
$52B
$174K 0.01%
3,115
+622
PRU icon
215
Prudential Financial
PRU
$35.9B
$174K 0.01%
1,621
+71
AMCR icon
216
Amcor
AMCR
$18.8B
$167K 0.01%
18,178
+3,673
SPIB icon
217
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$166K 0.01%
4,950
-261
DOC icon
218
Healthpeak Properties
DOC
$12.9B
$166K 0.01%
9,575
+1,907
VST icon
219
Vistra
VST
$63B
$166K 0.01%
855
+165
NOBL icon
220
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$161K 0.01%
1,600
UPS icon
221
United Parcel Service
UPS
$73.8B
$160K 0.01%
1,582
+261
DOW icon
222
Dow Inc
DOW
$15.4B
$155K 0.01%
5,749
+1,132
KHC icon
223
Kraft Heinz
KHC
$30.3B
$154K 0.01%
5,999
+1,193
HON icon
224
Honeywell
HON
$131B
$152K 0.01%
654
+70
EVRG icon
225
Evergy
EVRG
$18.1B
$151K 0.01%
2,217
+446
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