YDMI

Y.D. More Investments Portfolio holdings

AUM $1.77B
1-Year Est. Return 65.6%
This Quarter Est. Return
1 Year Est. Return
+65.6%
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
+$60.9M
2
+$57.8M
3
+$13.8M
4
CAMT icon
Camtek
CAMT
+$9.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.75M

Top Sells

1
+$17.1M
2
+$5.55M
3
+$2.85M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.7M
5
TATT icon
TAT Technologies
TATT
+$2.69M

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
IJK icon
276
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.29B
$65.2K ﹤0.01%
680
KBWB icon
277
Invesco KBW Bank ETF
KBWB
$5.97B
$63.4K ﹤0.01%
810
PNC icon
278
PNC Financial Services
PNC
$81.2B
$63.3K ﹤0.01%
315
-49
DIS icon
279
Walt Disney
DIS
$194B
$60.1K ﹤0.01%
524
+94
QTEC icon
280
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3.08B
$59.7K ﹤0.01%
260
MELI icon
281
Mercado Libre
MELI
$99.9B
$58.5K ﹤0.01%
39
+14
IYG icon
282
iShares US Financial Services ETF
IYG
$1.93B
$57.9K ﹤0.01%
650
-350
COIN icon
283
Coinbase
COIN
$74.2B
$57.4K ﹤0.01%
+170
IGM icon
284
iShares Expanded Tech Sector ETF
IGM
$9.17B
$56.7K ﹤0.01%
450
AMAT icon
285
Applied Materials
AMAT
$219B
$55.9K ﹤0.01%
273
+213
IBB icon
286
iShares Biotechnology ETF
IBB
$8.46B
$55.6K ﹤0.01%
385
DOX icon
287
Amdocs
DOX
$8.54B
$54.6K ﹤0.01%
665
-3,450
AXON icon
288
Axon Enterprise
AXON
$44.9B
$53.9K ﹤0.01%
96
+21
WELL icon
289
Welltower
WELL
$131B
$51.2K ﹤0.01%
288
+246
LMBS icon
290
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.67B
$50.6K ﹤0.01%
1,023
-573
TRV icon
291
Travelers Companies
TRV
$62.1B
$50.5K ﹤0.01%
181
-26
HLMN icon
292
Hillman Solutions
HLMN
$1.77B
$50.4K ﹤0.01%
5,489
WILC icon
293
G. Willi-Food International
WILC
$386M
$49.3K ﹤0.01%
2,376
-214
IWM icon
294
iShares Russell 2000 ETF
IWM
$73.8B
$48.4K ﹤0.01%
200
APO icon
295
Apollo Global Management
APO
$86.5B
$48.1K ﹤0.01%
361
-41
TIP icon
296
iShares TIPS Bond ETF
TIP
$14.4B
$47.8K ﹤0.01%
430
EUAD
297
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.02B
$46.4K ﹤0.01%
1,000
QLTA icon
298
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.72B
$46K ﹤0.01%
955
-627
MOAT icon
299
VanEck Morningstar Wide Moat ETF
MOAT
$13.1B
$44.6K ﹤0.01%
450
MTUM icon
300
iShares MSCI USA Momentum Factor ETF
MTUM
$21B
$43.3K ﹤0.01%
170
-326
10 11
12
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