YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Return 49.07%
This Quarter Return
+23.08%
1 Year Return
+49.07%
3 Year Return
5 Year Return
10 Year Return
AUM
$1.45B
AUM Growth
+$308M
Cap. Flow
+$80M
Cap. Flow %
5.51%
Top 10 Hldgs %
57.09%
Holding
479
New
12
Increased
165
Reduced
164
Closed
27

Sector Composition

1 Technology 36.02%
2 Industrials 22.3%
3 Utilities 9.91%
4 Materials 8.42%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TMO icon
276
Thermo Fisher Scientific
TMO
$184B
$79.1K 0.01%
195
-112
-36% -$45.4K
LMBS icon
277
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.33B
$78.1K 0.01%
1,596
+913
+134% +$44.7K
VHT icon
278
Vanguard Health Care ETF
VHT
$15.7B
$77K 0.01%
310
-220
-42% -$54.6K
SPDW icon
279
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.5B
$75.9K 0.01%
+1,875
New +$75.9K
QLTA icon
280
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.69B
$75.1K 0.01%
1,582
+627
+66% +$29.8K
VOOV icon
281
Vanguard S&P 500 Value ETF
VOOV
$5.69B
$73.2K 0.01%
388
EIS icon
282
iShares MSCI Israel ETF
EIS
$411M
$73.1K 0.01%
832
+62
+8% +$5.45K
IHF icon
283
iShares US Healthcare Providers ETF
IHF
$800M
$72.5K 0.01%
1,490
CVS icon
284
CVS Health
CVS
$89.1B
$71.7K ﹤0.01%
1,040
-1,510
-59% -$104K
WMS icon
285
Advanced Drainage Systems
WMS
$11.5B
$68.9K ﹤0.01%
600
PNC icon
286
PNC Financial Services
PNC
$80.2B
$67.6K ﹤0.01%
364
-195
-35% -$36.2K
BBEU icon
287
JPMorgan BetaBuilders Europe ETF
BBEU
$4.2B
$67.5K ﹤0.01%
+1,000
New +$67.5K
MELI icon
288
Mercado Libre
MELI
$119B
$65.3K ﹤0.01%
25
IEUR icon
289
iShares Core MSCI Europe ETF
IEUR
$6.9B
$65.2K ﹤0.01%
+984
New +$65.2K
QMNV
290
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$34.2M
$63.4K ﹤0.01%
+3,008
New +$63.4K
AXON icon
291
Axon Enterprise
AXON
$58.1B
$62.1K ﹤0.01%
75
IJK icon
292
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.23B
$61.9K ﹤0.01%
680
FND icon
293
Floor & Decor
FND
$9.42B
$60.8K ﹤0.01%
800
FBYDW icon
294
Falcon's Beyond Global, Inc. Warrants
FBYDW
$7.05M
$60.8K ﹤0.01%
75,000
KBWB icon
295
Invesco KBW Bank ETF
KBWB
$4.87B
$58K ﹤0.01%
810
APO icon
296
Apollo Global Management
APO
$76.9B
$57.5K ﹤0.01%
402
-217
-35% -$31K
QTEC icon
297
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.73B
$55.3K ﹤0.01%
260
TRV icon
298
Travelers Companies
TRV
$61.8B
$54.5K ﹤0.01%
207
-112
-35% -$29.5K
DIS icon
299
Walt Disney
DIS
$214B
$52.9K ﹤0.01%
430
-118
-22% -$14.5K
BUG icon
300
Global X Cybersecurity ETF
BUG
$1.15B
$51.9K ﹤0.01%
1,400