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
Cap. Flow
+$80M
Cap. Flow %
5.51%
Top 10 Hldgs %
57.09%
Holding
479
New
12
Increased
165
Reduced
164
Closed
27

Top Buys

1
ESLT icon
Elbit Systems
ESLT
$70.5M
2
TEVA icon
Teva Pharmaceuticals
TEVA
$14.2M
3
CAMT icon
Camtek
CAMT
$10.2M
4
NVMI icon
Nova
NVMI
$5.68M
5
SPNS icon
Sapiens International
SPNS
$4.1M

Top Sells

1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$13M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$12.8M
3
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
$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 Shares
Change % 		Capital Flow
O icon
201
Realty Income
O
$54.2B
$206K 0.01%
3,609
+721
+25% +$41.1K
T icon
202
AT&T
T
$212B
$201K 0.01%
7,175
+1,440
+25% +$40.4K
RSKD icon
203
Riskified
RSKD
$726M
$198K 0.01%
39,789
+6,743
+20% +$33.5K
RPD icon
204
Rapid7
RPD
$1.32B
$197K 0.01%
8,686
+2,847
+49% +$64.6K
LMT icon
205
Lockheed Martin
LMT
$108B
$195K 0.01%
422
+100
+31% +$46.2K
SPHD icon
206
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.17B
$195K 0.01%
4,120
-400
-9% -$18.9K
AUDC icon
207
AudioCodes
AUDC
$274M
$194K 0.01%
19,797
+108
+0.5% +$1.06K
NICE icon
208
Nice
NICE
$8.67B
$193K 0.01%
1,144
-2,650
-70% -$448K
WCLD icon
209
WisdomTree Cloud Computing Fund
WCLD
$342M
$190K 0.01%
5,251
+1,300
+33% +$47K
ES icon
210
Eversource Energy
ES
$23.6B
$187K 0.01%
2,956
+594
+25% +$37.6K
CSCO icon
211
Cisco
CSCO
$264B
$185K 0.01%
2,667
+1,150
+76% +$79.8K
LYB icon
212
LyondellBasell Industries
LYB
$17.7B
$180K 0.01%
3,075
+605
+24% +$35.5K
IHE icon
213
iShares US Pharmaceuticals ETF
IHE
$581M
$177K 0.01%
2,700
– –
D icon
214
Dominion Energy
D
$49.7B
$174K 0.01%
3,115
+622
+25% +$34.8K
PRU icon
215
Prudential Financial
PRU
$37.2B
$174K 0.01%
1,621
+71
+5% +$7.61K
AMCR icon
216
Amcor
AMCR
$19.1B
$167K 0.01%
18,178
+3,673
+25% +$33.8K
SPIB icon
217
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$166K 0.01%
4,950
-261
-5% -$8.77K
DOC icon
218
Healthpeak Properties
DOC
$12.8B
$166K 0.01%
9,575
+1,907
+25% +$33.1K
VST icon
219
Vistra
VST
$63.7B
$166K 0.01%
855
+165
+24% +$32K
NOBL icon
220
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
$161K 0.01%
1,600
– –
UPS icon
221
United Parcel Service
UPS
$72.1B
$160K 0.01%
1,582
+261
+20% +$26.4K
DOW icon
222
Dow Inc
DOW
$17.4B
$155K 0.01%
5,749
+1,132
+25% +$30.6K
KHC icon
223
Kraft Heinz
KHC
$32.3B
$154K 0.01%
5,999
+1,193
+25% +$30.6K
HON icon
224
Honeywell
HON
$136B
$152K 0.01%
654
+70
+12% +$16.2K
EVRG icon
225
Evergy
EVRG
$16.5B
$151K 0.01%
2,217
+446
+25% +$30.5K
7 8
9
10 11