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
$1.77B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$58.3M
2
+$49.9M
3
+$12M
4
CAMT icon
Camtek
CAMT
+$7.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.5M

Top Sells

1
+$16.6M
2
+$5.13M
3
+$2.6M
4
CLBT icon
Cellebrite
CLBT
+$2.42M
5
TATT icon
TAT Technologies
TATT
+$2.3M

Sector Composition

1 Technology 33.22%
2 Industrials 20.69%
3 Utilities 13.53%
4 Materials 6.33%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
D icon
226
Dominion Energy
D
$55.4B
$148K 0.01%
2,414
-701
ES icon
227
Eversource Energy
ES
$27.8B
$147K 0.01%
2,066
-890
FRT icon
228
Federal Realty Investment Trust
FRT
$9.31B
$146K 0.01%
+1,443
BMY icon
229
Bristol-Myers Squibb
BMY
$124B
$146K 0.01%
+3,234
WSO icon
230
Watsco Inc
WSO
$15.6B
$142K 0.01%
350
+50
FE icon
231
FirstEnergy
FE
$29.5B
$140K 0.01%
3,061
-556
HON icon
232
Honeywell
HON
$155B
$140K 0.01%
667
+13
AMCR icon
233
Amcor
AMCR
$19.7B
$139K 0.01%
3,410
-226
EXPE icon
234
Expedia Group
EXPE
$28.5B
$139K 0.01%
650
KIM icon
235
Kimco Realty
KIM
$15.8B
$139K 0.01%
6,357
-12,168
GIS icon
236
General Mills
GIS
$22.7B
$139K 0.01%
2,747
+686
OKE icon
237
Oneok
OKE
$53.3B
$134K 0.01%
1,835
+575
SJM icon
238
J.M. Smucker
SJM
$11.6B
$130K 0.01%
1,198
-70
FBYDW icon
239
Falcon's Beyond Global Warrants
FBYDW
$8.02M
$126K 0.01%
75,000
OMC icon
240
Omnicom Group
OMC
$25.4B
$126K 0.01%
+1,544
COF icon
241
Capital One
COF
$117B
$125K 0.01%
588
-90
AEP icon
242
American Electric Power
AEP
$72B
$124K 0.01%
1,103
-276
KMI icon
243
Kinder Morgan
KMI
$73.6B
$124K 0.01%
4,379
-251
EVRG icon
244
Evergy
EVRG
$19B
$124K 0.01%
1,628
-589
SPSB icon
245
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.94B
$123K 0.01%
4,080
-380
EXC icon
246
Exelon
EXC
$50.2B
$121K 0.01%
2,688
-732
IJH icon
247
iShares Core S&P Mid-Cap ETF
IJH
$109B
$120K 0.01%
1,845
T icon
248
AT&T
T
$195B
$119K 0.01%
4,200
-2,975
LNG icon
249
Cheniere Energy
LNG
$52.7B
$117K 0.01%
500
IHAK icon
250
iShares Cybersecurity and Tech ETF
IHAK
$739M
$117K 0.01%
2,245
-150
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