YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Est. Return 49.07%
This Quarter Est. Return
1 Year Est. Return
+49.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.9M
3
+$8.84M
4
ICL icon
ICL Group
ICL
+$6.86M
5
GLBE icon
Global E Online
GLBE
+$4.85M

Top Sells

1
+$22.9M
2
+$9.09M
3
+$4.79M
4
SPNS icon
Sapiens International
SPNS
+$4.34M
5
TATT icon
TAT Technologies
TATT
+$4.06M

Sector Composition

1 Technology 33.14%
2 Industrials 19.15%
3 Utilities 9.14%
4 Materials 8.81%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ES icon
226
Eversource Energy
ES
$27.2B
$147K 0.01%
2,362
+286
KHC icon
227
Kraft Heinz
KHC
$30.3B
$146K 0.01%
4,806
+814
UPS icon
228
United Parcel Service
UPS
$73.8B
$145K 0.01%
1,321
+62
LMT icon
229
Lockheed Martin
LMT
$113B
$144K 0.01%
322
+286
ITA icon
230
iShares US Aerospace & Defense ETF
ITA
$11.5B
$143K 0.01%
936
+85
AMCR icon
231
Amcor
AMCR
$18.8B
$141K 0.01%
14,505
+1,039
VHT icon
232
Vanguard Health Care ETF
VHT
$16.2B
$140K 0.01%
530
CAG icon
233
Conagra Brands
CAG
$8.98B
$140K 0.01%
5,258
+847
ICE icon
234
Intercontinental Exchange
ICE
$89.8B
$140K 0.01%
812
+99
D icon
235
Dominion Energy
D
$51.9B
$140K 0.01%
2,493
-309
RSP icon
236
Invesco S&P 500 Equal Weight ETF
RSP
$74.7B
$139K 0.01%
805
+640
AEP icon
237
American Electric Power
AEP
$62.7B
$137K 0.01%
+1,253
CME icon
238
CME Group
CME
$96.5B
$134K 0.01%
504
+61
XLY icon
239
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.3B
$130K 0.01%
661
-1,020
WCLD icon
240
WisdomTree Cloud Computing Fund
WCLD
$324M
$128K 0.01%
3,951
+700
TGT icon
241
Target
TGT
$42.7B
$128K 0.01%
1,224
+224
SPG icon
242
Simon Property Group
SPG
$58.4B
$127K 0.01%
767
-137
KMB icon
243
Kimberly-Clark
KMB
$39.8B
$126K 0.01%
887
+782
EXC icon
244
Exelon
EXC
$48.6B
$126K 0.01%
2,731
-388
IPG icon
245
Interpublic Group of Companies
IPG
$9.87B
$124K 0.01%
4,579
+579
HON icon
246
Honeywell
HON
$131B
$123K 0.01%
584
-274
PNW icon
247
Pinnacle West Capital
PNW
$11B
$123K 0.01%
1,294
-167
EVRG icon
248
Evergy
EVRG
$18B
$122K 0.01%
1,771
-503
HCA icon
249
HCA Healthcare
HCA
$103B
$121K 0.01%
350
SJM icon
250
J.M. Smucker
SJM
$11.2B
$120K 0.01%
1,017
+129
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