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
$434M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.15M
3
+$1.95M
4
JPM icon
JPMorgan Chase
JPM
+$1.65M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.62M

Top Sells

1
+$40.9M
2
+$3.97M
3
+$3.6M
4
PFE icon
Pfizer
PFE
+$2.63M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.97M

Sector Composition

1 Technology 29.99%
2 Healthcare 26.56%
3 Financials 11.29%
4 Communication Services 6.58%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45.7K 0.01%
318
227
$44.9K 0.01%
+574
228
$44.8K 0.01%
288
229
$44.7K 0.01%
2,377
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230
$42.8K 0.01%
537
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231
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4,402
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232
$40.5K 0.01%
180
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233
$39.8K 0.01%
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234
$39.3K 0.01%
600
235
$38K 0.01%
1,200
236
$37.4K 0.01%
111
237
$35.2K 0.01%
7,221
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238
$34.7K 0.01%
200
239
$33.5K 0.01%
1,447
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$33.4K 0.01%
306
241
$32.9K 0.01%
655
242
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243
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$31.7K 0.01%
600
245
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3,415
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1,000
248
$31.4K 0.01%
600
249
$31.1K 0.01%
1,270
250
$30.1K 0.01%
307
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