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 | EIS | ISHARES INC | — | 532.0 | $57K | 0.00% | -80.0 | -13.1% | $106.78 | +14.3% |
| 62 | IBDV | ISHARES TR | — | 2,560.0 | $55K | 0.00% | -5K | -64.8% | $21.60 | +0.1% |
| 63 | — | BLOCK INC | — | 724.0 | $55K | 0.00% | -6.0 | -0.8% | $76.00 | — |
| 64 | CME | CME GROUP INC | Financial Services | 233.0 | $51K | 0.00% | -317.0 | -57.6% | $220.83 | +23.3% |
| 65 | ABBV | ABBVIE INC | Healthcare | 193.0 | $49K | 0.00% | -383.0 | -66.5% | $251.64 | +2.2% |
| 66 | TRV | TRAVELERS COMPANIES INC | Financial Services | 137.0 | $45K | 0.00% | -1.0 | -0.7% | $330.12 | +11.2% |
| 67 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 25.0 | $42K | 0.00% | -6.0 | -19.4% | $1697.40 | +5.7% |
| 68 | IXJ | ISHARES TR | — | 312.0 | $31K | 0.00% | -34.0 | -9.8% | $98.38 | +5.9% |
| 69 | MET | METLIFE INC | Financial Services | 348.0 | $29K | 0.00% | -4.0 | -1.1% | $84.61 | +14.9% |
| 70 | AIG | AMERICAN INTL GROUP INC | Financial Services | 341.0 | $25K | 0.00% | -2.0 | -0.6% | $74.53 | +2.3% |
| 71 | SCHG | SCHWAB STRATEGIC TR | — | 750.0 | $25K | 0.00% | -372.0 | -33.2% | $33.84 | +4.3% |
| 72 | PYPL | PAYPAL HLDGS INC | Financial Services | 568.0 | $25K | 0.00% | -20.0 | -3.4% | $43.18 | +40.5% |
| 73 | ACGL | ARCH CAP GROUP LTD | Financial Services | 224.0 | $22K | 0.00% | -4.0 | -1.8% | $97.06 | +2.2% |
| 74 | DIS | DISNEY WALT CO | Communication Services | 199.0 | $19K | 0.00% | -1K | -87.5% | $96.25 | +8.9% |
| 75 | KMDA | KAMADA LTD | Healthcare | 142.0 | $18K | 0.00% | -136K | -99.9% | $127.30 | -93.8% |
| 76 | SYF | SYNCHRONY FINANCIAL | Financial Services | 216.0 | $16K | 0.00% | -6.0 | -2.7% | $76.05 | +7.1% |
| 77 | SHY | ISHARES TR | — | 200.0 | $16K | 0.00% | -200.0 | -50.0% | $82.11 | -0.1% |
| 78 | HACK | AMPLIFY ETF TR | — | 150.0 | $16K | — | -438.0 | -74.5% | $104.93 | +10.3% |
| 79 | UAL | UNITED AIRLS HLDGS INC | Industrials | 114.0 | $16K | — | -101.0 | -47.0% | $135.99 | -12.3% |
| 80 | MRK | MERCK & CO INC | Healthcare | 245.0 | $15K | — | -24.0 | -8.9% | $63.16 | +114.3% |
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%