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
EUAD
301
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.39B
$42K ﹤0.01%
1,000
IAGG icon
302
iShares Core International Aggregate Bond Fund
IAGG
$11.8B
$40.1K ﹤0.01%
800
BSV icon
303
Vanguard Short-Term Bond ETF
BSV
$43.3B
$40K ﹤0.01%
508
URTH icon
304
iShares MSCI World ETF
URTH
$6.75B
$39.9K ﹤0.01%
215
BSCT icon
305
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.8B
$39.6K ﹤0.01%
2,100
FEZ icon
306
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.99B
$38.8K ﹤0.01%
600
COIN icon
307
Coinbase
COIN
$52.8B
$37.3K ﹤0.01%
165
-5
SCHG icon
308
Schwab US Large-Cap Growth ETF
SCHG
$50.8B
$36.6K ﹤0.01%
1,122
QMNV
309
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$58.3M
$35.4K ﹤0.01%
1,504
MRK icon
310
Merck
MRK
$290B
$33.9K ﹤0.01%
1,554
-265
IXJ icon
311
iShares Global Healthcare ETF
IXJ
$4.02B
$33.7K ﹤0.01%
346
AIG icon
312
American International
AIG
$41.6B
$33.4K ﹤0.01%
389
-74
SHY icon
313
iShares 1-3 Year Treasury Bond ETF
SHY
$24.8B
$33.1K ﹤0.01%
400
PPA icon
314
Invesco Aerospace & Defense ETF
PPA
$8.23B
$32.1K ﹤0.01%
205
+180
VTV icon
315
Vanguard Value ETF
VTV
$166B
$31.7K ﹤0.01%
166
MET icon
316
MetLife
MET
$46.1B
$31.5K ﹤0.01%
399
-52
SKYY icon
317
First Trust Cloud Computing ETF
SKYY
$2.49B
$31.2K ﹤0.01%
240
-7,390
VIG icon
318
Vanguard Dividend Appreciation ETF
VIG
$103B
$29.9K ﹤0.01%
136
SHEL icon
319
Shell
SHEL
$241B
$29.4K ﹤0.01%
400
PCAR icon
320
PACCAR
PCAR
$63.5B
$28.4K ﹤0.01%
18,364
+18,224
XLG icon
321
Invesco S&P 500 Top 50 ETF
XLG
$11.4B
$27.3K ﹤0.01%
460
XHE icon
322
State Street SPDR S&P Health Care Equipment ETF
XHE
$141M
$27.1K ﹤0.01%
307
FDN icon
323
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.73B
$26.9K ﹤0.01%
100
ACGL icon
324
Arch Capital
ACGL
$34B
$24.9K ﹤0.01%
260
-39
UAL icon
325
United Airlines
UAL
$30.6B
$24K ﹤0.01%
+215
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