YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Return 49.07%
This Quarter Return
+5.41%
1 Year Return
+49.07%
3 Year Return
5 Year Return
10 Year Return
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
+$23.4M
Cap. Flow %
2.04%
Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30

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 Shares
Change %
Capital Flow
IAK icon
276
iShares US Insurance ETF
IAK
$707M
$86.8K 0.01%
630
APO icon
277
Apollo Global Management
APO
$75.3B
$84.8K 0.01%
619
+78
+14% +$10.7K
TRV icon
278
Travelers Companies
TRV
$62B
$84.4K 0.01%
319
+39
+14% +$10.3K
GE icon
279
GE Aerospace
GE
$296B
$83.4K 0.01%
414
+25
+6% +$5.04K
VST icon
280
Vistra
VST
$63.7B
$81K 0.01%
+690
New +$81K
CEG icon
281
Constellation Energy
CEG
$94.2B
$79.7K 0.01%
516
+184
+55% +$28.4K
IHF icon
282
iShares US Healthcare Providers ETF
IHF
$802M
$78.7K 0.01%
1,490
ACGL icon
283
Arch Capital
ACGL
$34.1B
$78.4K 0.01%
815
+348
+75% +$33.5K
AIG icon
284
American International
AIG
$43.9B
$77.6K 0.01%
892
+107
+14% +$9.3K
DFS
285
DELISTED
Discover Financial Services
DFS
$76.5K 0.01%
448
+43
+11% +$7.34K
FBYDW icon
286
Falcon's Beyond Global, Inc. Warrants
FBYDW
$7.05M
$75K 0.01%
75,000
VIS icon
287
Vanguard Industrials ETF
VIS
$6.11B
$74.3K 0.01%
300
VOOV icon
288
Vanguard S&P 500 Value ETF
VOOV
$5.69B
$71.5K 0.01%
388
LULU icon
289
lululemon athletica
LULU
$19.9B
$67.4K 0.01%
238
MET icon
290
MetLife
MET
$52.9B
$65.7K 0.01%
818
+100
+14% +$8.03K
WMS icon
291
Advanced Drainage Systems
WMS
$11.5B
$65.2K 0.01%
600
FND icon
292
Floor & Decor
FND
$9.42B
$64.4K 0.01%
800
IAGG icon
293
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$64K 0.01%
+1,280
New +$64K
IGIB icon
294
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.3B
$63K 0.01%
+1,200
New +$63K
ANET icon
295
Arista Networks
ANET
$180B
$62K 0.01%
800
DIS icon
296
Walt Disney
DIS
$212B
$58.5K 0.01%
548
-337
-38% -$36K
EIS icon
297
iShares MSCI Israel ETF
EIS
$404M
$57.3K 0.01%
770
+300
+64% +$22.3K
IJK icon
298
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.22B
$56.6K 0.01%
680
MTUM icon
299
iShares MSCI USA Momentum Factor ETF
MTUM
$18.2B
$54.7K ﹤0.01%
273
UNP icon
300
Union Pacific
UNP
$131B
$54.6K ﹤0.01%
+233
New +$54.6K