YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
-4.82%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$520M
AUM Growth
+$86.9M
(+20%)
Cap. Flow
+$111M
Cap. Flow
% of AUM
21.39%
Top 10 Holdings %
Top 10 Hldgs %
42.1%
Holding
378
New
51
Increased
57
Reduced
129
Closed
40
Top Buys
| 1 |
Ituran Location and Control
ITRN
|
$29.3M |
| 2 |
Tower Semiconductor
TSEM
|
$23.1M |
| 3 |
SolarEdge
SEDG
|
$12.4M |
| 4 |
ODDITY Tech
ODD
|
$10.2M |
| 5 |
Similarweb
SMWB
|
$8.96M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$7.93M |
| 2 |
InMode
INMD
|
$5.28M |
| 3 |
Palo Alto Networks
PANW
|
$2.23M |
| 4 |
Apple
AAPL
|
$1.87M |
| 5 |
Sanofi
SNY
|
$1.8M |
Sector Composition
| 1 | Technology | 44.09% |
| 2 | Healthcare | 19.11% |
| 3 | Financials | 9.19% |
| 4 | Communication Services | 6.05% |
| 5 | Consumer Discretionary | 3.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
3M
MMM
$82.6B
| $95.1K | 0.02% |
1,216
| – | – |
|
202
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $92K | 0.02% |
1,845
| – | – |
|
203
RH
RH
$4.67B
| $90.9K | 0.02% |
344
-42
| -11% | -$11.1K |
|
204
WEX
WEX
$5.88B
| $89.9K | 0.02% |
446
-126
| -22% | -$25.4K |
|
205
Ford
F
$46.6B
| $88.2K | 0.02% |
+7,100
| New | +$88.2K |
|
206
HCA Healthcare
HCA
$96.9B
| $86.1K | 0.02% |
350
| – | – |
|
207
Honeywell
HON
$136B
| $85.3K | 0.02% |
463
-110
| -19% | -$20.3K |
|
208
iShares Biotechnology ETF
IBB
$5.75B
| $83K | 0.02% |
679
-23
| -3% | -$2.81K |
|
209
iShares US Aerospace & Defense ETF
ITA
$9.18B
| $79.9K | 0.02% |
755
+10
| +1% | +$1.06K |
|
210
Affirm
AFRM
$28.6B
| $77.8K | 0.01% |
3,110
-839
| -21% | -$21K |
|
211
AutoZone
AZO
$70.7B
| $76.2K | 0.01% |
30
+18
| +150% | +$45.7K |
|
212
Kamada
KMDA
$406M
| $74.8K | 0.01% |
+14,002
| New | +$74.8K |
|
213
Alibaba
BABA
$318B
| $73.7K | 0.01% |
850
+35
| +4% | +$3.04K |
|
214
iShares US Healthcare Providers ETF
IHF
$797M
| $73.3K | 0.01% |
1,490
| – | – |
|
215
Portillo's
PTLO
$486M
| $73.1K | 0.01% |
+4,750
| New | +$73.1K |
|
216
Invesco Leisure and Entertainment ETF
PEJ
$360M
| $72.2K | 0.01% |
1,887
-21,028
| -92% | -$804K |
|
217
iShares MSCI USA Value Factor ETF
VLUE
$7.1B
| $71.8K | 0.01% |
791
-120
| -13% | -$10.9K |
|
218
SPDR S&P China ETF
GXC
$483M
| $71.6K | 0.01% |
1,000
| – | – |
|
219
Li Auto
LI
$23.9B
| $71.3K | 0.01% |
2,000
-300
| -13% | -$10.7K |
|
220
iShares US Pharmaceuticals ETF
IHE
$579M
| $70.8K | 0.01% |
1,200
| – | – |
|
221
iShares 3-7 Year Treasury Bond ETF
IEI
$16.9B
| $68.6K | 0.01% |
606
| – | – |
|
222
American Tower
AMT
$93.1B
| $65.9K | 0.01% |
401
-105
| -21% | -$17.3K |
|
223
United Parcel Service
UPS
$72.1B
| $64.7K | 0.01% |
415
-25
| -6% | -$3.9K |
|
224
dLocal
DLO
$3.77B
| $61.7K | 0.01% |
3,053
-871
| -22% | -$17.6K |
|
225
iShares MSCI Israel ETF
EIS
$402M
| $61.1K | 0.01% |
1,130
| – | – |
|