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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | PPA | INVESCO EXCHANGE TRADED FD T | — | 205.0 | $36K | 0.00% | — | — | $176.65 | +3.3% |
| 342 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 297.0 | $35K | 0.00% | — | — | $118.31 | -78.5% |
| 343 | ICLN | ISHARES TR | — | 1,700.0 | $35K | 0.00% | — | — | $20.49 | -13.4% |
| 344 | BEP | BROOKFIELD RENEWABLE ENERGY | Utilities | 690.0 | $34K | 0.00% | NEW | — | $49.98 | -34.4% |
| 345 | SKYY | FIRST TR EXCHANGE-TRADED FD | — | 240.0 | $32K | 0.00% | — | — | $134.56 | +19.9% |
| 346 | VIG | VANGUARD SPECIALIZED FUNDS | — | 136.0 | $32K | 0.00% | — | — | $236.62 | +3.3% |
| 347 | SHEL | SHELL PLC | Energy | 400.0 | $31K | 0.00% | — | — | $77.54 | +18.7% |
| 348 | IXJ | ISHARES TR | — | 312.0 | $31K | 0.00% | -34.0 | -9.8% | $98.38 | +5.6% |
| 349 | MET | METLIFE INC | Financial Services | 348.0 | $29K | 0.00% | -4.0 | -1.1% | $84.61 | +14.3% |
| 350 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 217.0 | $29K | 0.00% | NEW | — | $131.43 | -0.9% |
| 351 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 100.0 | $26K | 0.00% | — | — | $264.72 | +7.2% |
| 352 | VGT | VANGUARD WORLD FD | — | 216.0 | $26K | 0.00% | NEW | — | $119.52 | +0.2% |
| 353 | AIG | AMERICAN INTL GROUP INC | Financial Services | 341.0 | $25K | 0.00% | -2.0 | -0.6% | $74.53 | +2.1% |
| 354 | SCHG | SCHWAB STRATEGIC TR | — | 750.0 | $25K | 0.00% | -372.0 | -33.2% | $33.84 | +4.2% |
| 355 | IBKR | INTERACTIVE BROKERS GROUP IN | Financial Services | 287.0 | $25K | 0.00% | +3.0 | +1.1% | $87.04 | +4.0% |
| 356 | TTD | THE TRADE DESK INC | Technology | 1,379.0 | $25K | 0.00% | +979.0 | +244.8% | $18.08 | -25.8% |
| 357 | PYPL | PAYPAL HLDGS INC | Financial Services | 568.0 | $25K | 0.00% | -20.0 | -3.4% | $43.18 | +40.0% |
| 358 | IWF | ISHARES TR | — | 192.0 | $24K | 0.00% | +144.0 | +300.0% | $124.17 | -0.9% |
| 359 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 450.0 | $22K | 0.00% | — | — | $49.78 | -0.2% |
| 360 | ACGL | ARCH CAP GROUP LTD | Financial Services | 224.0 | $22K | 0.00% | -4.0 | -1.8% | $97.06 | +1.9% |
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%