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
SPIB icon
251
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$94.7K ﹤0.01%
2,800
-2,300
CHRD icon
252
Chord Energy
CHRD
$7B
$94.5K ﹤0.01%
1,012
XLU icon
253
State Street Utilities Select Sector SPDR ETF
XLU
$23.9B
$94.1K ﹤0.01%
2,196
KMI icon
254
Kinder Morgan
KMI
$74.1B
$89.8K ﹤0.01%
3,268
-1,111
AEP icon
255
American Electric Power
AEP
$71.3B
$89.6K ﹤0.01%
777
-326
VIS icon
256
Vanguard Industrials ETF
VIS
$7.15B
$89.5K ﹤0.01%
300
EVRG icon
257
Evergy
EVRG
$19.1B
$89.5K ﹤0.01%
1,234
-394
VHT icon
258
Vanguard Health Care ETF
VHT
$17.2B
$89.2K ﹤0.01%
310
SJM icon
259
J.M. Smucker
SJM
$11.6B
$88.3K ﹤0.01%
903
-295
MBLY icon
260
Mobileye
MBLY
$6.76B
$87.2K ﹤0.01%
8,350
-8,900
FIS icon
261
Fidelity National Information Services
FIS
$26.6B
$86.9K ﹤0.01%
1,308
-992
IAK icon
262
iShares US Insurance ETF
IAK
$410M
$85.8K ﹤0.01%
630
CTRA icon
263
Coterra Energy
CTRA
$23.7B
$84.9K ﹤0.01%
3,226
-1,080
PNW icon
264
Pinnacle West Capital
PNW
$12.2B
$83.9K ﹤0.01%
946
-308
VOOV icon
265
Vanguard S&P 500 Value ETF
VOOV
$6.07B
$79.5K ﹤0.01%
388
EXC icon
266
Exelon
EXC
$50.3B
$79.1K ﹤0.01%
1,814
-874
T icon
267
AT&T
T
$193B
$77.9K ﹤0.01%
3,138
-1,062
HON icon
268
Honeywell
HON
$151B
$76.7K ﹤0.01%
392
-275
ENPH icon
269
Enphase Energy
ENPH
$5.36B
$73.7K ﹤0.01%
2,300
-800
BBEU icon
270
JPMorgan BetaBuilders Europe ETF
BBEU
$8.78B
$73.5K ﹤0.01%
1,000
IHF icon
271
iShares US Healthcare Providers ETF
IHF
$714M
$71.4K ﹤0.01%
1,490
CME icon
272
CME Group
CME
$115B
$71K ﹤0.01%
260
-28
CLX icon
273
Clorox
CLX
$13.7B
$70.9K ﹤0.01%
703
-236
IEUR icon
274
iShares Core MSCI Europe ETF
IEUR
$7.23B
$70K ﹤0.01%
984
IGM icon
275
iShares Expanded Tech Sector ETF
IGM
$8.26B
$68.4K ﹤0.01%
529
+79
9 10
11
12 13