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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | UMMA | LISTED FDS TR | — | 9,450.0 | $280K | 0.01% | NEW | — | $29.61 | +31.6% |
| 182 | AIQ | GLOBAL X FDS | — | 5,250.0 | $267K | 0.01% | NEW | — | $50.86 | +26.5% |
| 183 | C | CITIGROUP INC | Financial Services | 2,218.0 | $259K | 0.01% | NEW | — | $116.69 | +23.3% |
| 184 | AIRR | FIRST TR EXCHANGE TRADED FD | — | 2,625.0 | $258K | 0.01% | NEW | — | $98.32 | +31.5% |
| 185 | TENB | TENABLE HLDGS INC | Technology | 10,700.0 | $252K | 0.01% | NEW | — | $23.53 | +14.2% |
| 186 | FLOT | ISHARES TR | — | 22,860.0 | $248K | 0.01% | NEW | — | $10.84 | +370.0% |
| 187 | AUDC | AUDIOCODES LTD | Technology | 27,552.0 | $239K | 0.01% | NEW | — | $8.67 | +4.0% |
| 188 | XLC | SELECT SECTOR SPDR TR | — | 2,000.0 | $235K | 0.01% | NEW | — | $117.73 | -7.2% |
| 189 | ABBV | ABBVIE INC | Healthcare | 1,025.0 | $234K | 0.01% | NEW | — | $228.67 | -3.3% |
| 190 | IGIB | ISHARES TR | — | 4,300.0 | $232K | 0.01% | NEW | — | $53.88 | -1.8% |
| 191 | IHE | ISHARES TR | — | 2,700.0 | $229K | 0.01% | NEW | — | $84.83 | +9.4% |
| 192 | BX | BLACKSTONE INC | Financial Services | 1,982.0 | $224K | 0.01% | NEW | — | $113.25 | +10.4% |
| 193 | MS | MORGAN STANLEY | Financial Services | 1,251.0 | $222K | 0.01% | NEW | — | $177.53 | +26.8% |
| 194 | IEI | ISHARES TR | — | 1,824.0 | $218K | 0.01% | NEW | — | $119.35 | -2.1% |
| 195 | INDA | ISHARES TR | — | 3,970.0 | $215K | 0.01% | NEW | — | $54.05 | -9.4% |
| 196 | WFC | WELLS FARGO CO NEW | Financial Services | 2,263.0 | $211K | 0.01% | NEW | — | $93.20 | -10.1% |
| 197 | VST | VISTRA CORP | Utilities | 1,250.0 | $202K | 0.01% | NEW | — | $161.33 | -1.5% |
| 198 | BB | BLACKBERRY LTD | Technology | 53,005.0 | $201K | 0.01% | NEW | — | $3.79 | +133.0% |
| 199 | CVS | CVS HEALTH CORP | Healthcare | 2,490.0 | $198K | 0.01% | NEW | — | $79.36 | +24.9% |
| 200 | XLP | SELECT SECTOR SPDR TR | — | 2,520.0 | $196K | 0.01% | NEW | — | $77.83 | +7.5% |
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
35.0%
Industrials
32.0%
Basic Materials
6.8%
Financial Services
6.4%
Utilities
5.7%
Communication Services
5.1%
Healthcare
4.0%
Consumer Cyclical
3.2%
Energy
0.9%
Consumer Defensive
0.7%