Portfolio (Quarterly)
Guide ↗
Y.D. More Investments Ltd
· CIK 0001870364| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | GTO | INVESCO ACTIVELY MANAGED EXC | — | 1,500.0 | $70K | 0.00% | NEW | — | $46.69 | +0.5% |
| 42 | GPC | GENUINE PARTS CO | Consumer Cyclical | 536.0 | $57K | 0.00% | NEW | — | $105.75 | -1.9% |
| 43 | FALN | ISHARES TR | — | 2,000.0 | $53K | 0.00% | NEW | — | $26.72 | +1.4% |
| 44 | NLR | VANECK ETF TRUST | — | 338.0 | $45K | 0.00% | NEW | — | $133.19 | -8.4% |
| 45 | IPAY | AMPLIFY ETF TR | — | 800.0 | $33K | 0.00% | NEW | — | $41.75 | +4.9% |
| 46 | XT | ISHARES TR | — | 360.0 | $24K | 0.00% | NEW | — | $65.77 | +23.2% |
| 47 | FRDM | EA SERIES TRUST | — | 263.0 | $14K | 0.00% | NEW | — | $54.65 | +30.9% |
| 48 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 90.0 | $11K | — | NEW | — | $121.98 | -7.5% |
| 49 | SDHY | PGIM SHORT DUR HIG YLD OPP F | Financial Services | 97.0 | $8K | — | NEW | — | $86.12 | -81.4% |
| 50 | EWG | ISHARES INC | — | 151.0 | $6K | — | NEW | — | $37.90 | +11.6% |
| 51 | VMI | VALMONT INDS INC | Industrials | 674.0 | $851.0 | — | NEW | — | $1.26 | +41762.4% |
| 52 | EOG | EOG RES INC | Energy | 758.0 | $346.0 | — | NEW | — | $0.46 | +29836.6% |
| 53 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 349.0 | $299.0 | — | NEW | — | $0.86 | +37944.5% |
| 54 | PAYX | PAYCHEX INC | Industrials | 765.0 | $223.0 | — | NEW | — | $0.29 | +34421.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
40.8%
Industrials
31.7%
Utilities
6.3%
Basic Materials
5.6%
Financial Services
3.9%
Communication Services
3.8%
Healthcare
3.1%
Consumer Cyclical
2.3%
Energy
1.7%
Consumer Defensive
0.6%