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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | GDDY | GODADDY INC | Technology | 276.0 | $79.0 | — | NEW | — | $0.29 | +33830.5% |
| 62 | IVZ | INVESCO LTD | Financial Services | 285.0 | $25.0 | — | NEW | — | $0.09 | +37029.8% |
| 63 | SLB | SLB LIMITED | Energy | 36.0 | $6.0 | — | NEW | — | $0.17 | +31928.0% |
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
49.6%
Industrials
21.9%
Financial Services
5.8%
Utilities
5.6%
Basic Materials
4.4%
Communication Services
4.3%
Healthcare
4.2%
Consumer Cyclical
2.9%
Energy
0.7%
Consumer Defensive
0.6%