YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+5.59%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$980M
AUM Growth
+$416M
(+74%)
Cap. Flow
+$438M
Cap. Flow
% of AUM
44.65%
Top 10 Holdings %
Top 10 Hldgs %
47.26%
Holding
471
New
139
Increased
104
Reduced
101
Closed
14
Top Buys
| 1 |
Elbit Systems
ESLT
|
$71.1M |
| 2 |
Camtek
CAMT
|
$69.2M |
| 3 |
Nova
NVMI
|
$65.1M |
| 4 |
ICL Group
ICL
|
$62.8M |
| 5 |
Tower Semiconductor
TSEM
|
$35.6M |
Top Sells
| 1 |
SolarEdge
SEDG
|
$4.4M |
| 2 |
Palo Alto Networks
PANW
|
$3.37M |
| 3 |
NVIDIA
NVDA
|
$3.35M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.8M |
| 5 |
Meta Platforms (Facebook)
META
|
$2.62M |
Sector Composition
| 1 | Technology | 48.42% |
| 2 | Industrials | 9.26% |
| 3 | Utilities | 7.37% |
| 4 | Materials | 6.49% |
| 5 | Financials | 5.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $154K | 0.02% |
1,600
| – | – |
|
202
Vanguard Health Care ETF
VHT
$15.7B
| $152K | 0.02% |
570
| – | – |
|
203
3M
MMM
$82.7B
| $149K | 0.02% |
1,456
+1,378
| +1,767% | +$141K |
|
204
Oneok
OKE
$45.7B
| $145K | 0.01% |
+1,779
| New | +$145K |
|
205
Williams Companies
WMB
$69.9B
| $145K | 0.01% |
+3,404
| New | +$145K |
|
206
Prudential Financial
PRU
$37.2B
| $145K | 0.01% |
+1,234
| New | +$145K |
|
207
BlackBerry
BB
$2.31B
| $144K | 0.01% |
58,089
-36,892
| -39% | -$91.5K |
|
208
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $144K | 0.01% |
1,181
-200
| -14% | -$24.4K |
|
209
Vanguard Industrials ETF
VIS
$6.11B
| $143K | 0.01% |
610
| – | – |
|
210
Dominion Energy
D
$49.7B
| $142K | 0.01% |
+2,889
| New | +$142K |
|
211
iShares US Home Construction ETF
ITB
$3.35B
| $142K | 0.01% |
1,400
| – | – |
|
212
Watsco
WSO
$16.6B
| $139K | 0.01% |
300
+20
| +7% | +$9.27K |
|
213
United Parcel Service
UPS
$72.1B
| $139K | 0.01% |
1,013
+573
| +130% | +$78.4K |
|
214
Corpay
CPAY
$22.4B
| $139K | 0.01% |
520
+1
| +0.2% | +$266 |
|
215
Citigroup
C
$176B
| $138K | 0.01% |
2,179
+1,011
| +87% | +$64.1K |
|
216
International Paper
IP
$25.7B
| $138K | 0.01% |
+3,189
| New | +$138K |
|
217
Philip Morris
PM
$251B
| $138K | 0.01% |
+1,357
| New | +$138K |
|
218
Wells Fargo
WFC
$253B
| $134K | 0.01% |
2,255
+1,916
| +565% | +$114K |
|
219
Simon Property Group
SPG
$59.5B
| $133K | 0.01% |
+878
| New | +$133K |
|
220
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $133K | 0.01% |
1,735
+100
| +6% | +$7.65K |
|
221
Honeywell
HON
$136B
| $126K | 0.01% |
593
-61
| -9% | -$13K |
|
222
iShares Cybersecurity and Tech ETF
IHAK
$926M
| $126K | 0.01% |
2,735
| – | – |
|
223
Pinnacle West Capital
PNW
$10.6B
| $123K | 0.01% |
+1,607
| New | +$123K |
|
224
Best Buy
BBY
$16.1B
| $122K | 0.01% |
+1,453
| New | +$122K |
|
225
Payoneer
PAYO
$2.4B
| $122K | 0.01% |
22,142
+2,328
| +12% | +$12.9K |
|