YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.09B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$12.4M
3
+$9.43M
4
ESLT icon
Elbit Systems
ESLT
+$9.17M
5
ORA icon
Ormat Technologies
ORA
+$8.16M

Top Sells

1
+$16M
2
+$9.52M
3
+$9.45M
4
WIX icon
WIX.com
WIX
+$7.62M
5
META icon
Meta Platforms (Facebook)
META
+$2.72M

Sector Composition

1 Technology 30.52%
2 Industrials 24.59%
3 Utilities 17.09%
4 Materials 5.22%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
226
IBM
IBM
$238B
$121K 0.01%
400
WSO icon
227
Watsco Inc
WSO
$16B
$118K 0.01%
350
KHC icon
228
Kraft Heinz
KHC
$28.9B
$117K 0.01%
4,831
-1,819
SPGI icon
229
S&P Global
SPGI
$133B
$117K 0.01%
224
-108
PYPL icon
230
PayPal
PYPL
$42.5B
$116K 0.01%
1,994
-1,525
TMO icon
231
Thermo Fisher Scientific
TMO
$189B
$113K 0.01%
195
NICE icon
232
Nice
NICE
$7.76B
$113K 0.01%
1,000
-144
WCLD icon
233
WisdomTree Cloud Computing Fund
WCLD
$259M
$113K 0.01%
3,201
-2,500
IWM icon
234
iShares Russell 2000 ETF
IWM
$71.8B
$111K 0.01%
450
+250
FRT icon
235
Federal Realty Investment Trust
FRT
$9.19B
$109K 0.01%
1,082
-361
IHAK icon
236
iShares Cybersecurity and Tech ETF
IHAK
$739M
$108K 0.01%
2,245
AMCR icon
237
Amcor
AMCR
$19.5B
$107K 0.01%
2,557
-853
D icon
238
Dominion Energy
D
$55.3B
$106K 0.01%
1,812
-602
ANET icon
239
Arista Networks
ANET
$172B
$106K 0.01%
800
TAN icon
240
Invesco Solar ETF
TAN
$1.48B
$106K 0.01%
2,150
+1,850
ES icon
241
Eversource Energy
ES
$27.7B
$105K 0.01%
1,554
-512
FE icon
242
FirstEnergy
FE
$29.5B
$103K ﹤0.01%
2,305
-756
CCI icon
243
Crown Castle
CCI
$39.1B
$101K ﹤0.01%
1,140
-392
VICI icon
244
VICI Properties
VICI
$31.5B
$101K ﹤0.01%
3,560
-1,122
OKE icon
245
Oneok
OKE
$54.1B
$101K ﹤0.01%
1,375
-460
LNG icon
246
Cheniere Energy
LNG
$54B
$97.2K ﹤0.01%
500
KIM icon
247
Kimco Realty
KIM
$15.6B
$97.1K ﹤0.01%
4,788
-1,569
PGR icon
248
Progressive
PGR
$121B
$96.3K ﹤0.01%
423
-45
OMC icon
249
Omnicom Group
OMC
$26.1B
$95.4K ﹤0.01%
1,161
-383
GIS icon
250
General Mills
GIS
$23.2B
$94.9K ﹤0.01%
2,040
-707
8 9
10
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