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
IAGG icon
301
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$41K ﹤0.01%
800
BSV icon
302
Vanguard Short-Term Bond ETF
BSV
$41.4B
$40.1K ﹤0.01%
508
BLK icon
303
Blackrock
BLK
$168B
$39.6K ﹤0.01%
34
BSCT icon
304
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.48B
$39.5K ﹤0.01%
2,100
URTH icon
305
iShares MSCI World ETF
URTH
$6.62B
$39K ﹤0.01%
215
TTD icon
306
Trade Desk
TTD
$19B
$37.8K ﹤0.01%
769
+369
GILD icon
307
Gilead Sciences
GILD
$151B
$37.4K ﹤0.01%
+332
FEZ icon
308
SPDR Euro Stoxx 50 ETF
FEZ
$4.86B
$37.2K ﹤0.01%
600
+400
MET icon
309
MetLife
MET
$52.6B
$37.1K ﹤0.01%
451
-81
AIG icon
310
American International
AIG
$43.7B
$36.4K ﹤0.01%
463
-116
SCHG icon
311
Schwab US Large-Cap Growth ETF
SCHG
$52.9B
$35.8K ﹤0.01%
1,122
SHY icon
312
iShares 1-3 Year Treasury Bond ETF
SHY
$23.8B
$33.2K ﹤0.01%
400
QMNV
313
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$51.5M
$33.2K ﹤0.01%
1,504
-1,504
ABT icon
314
Abbott
ABT
$213B
$31.6K ﹤0.01%
237
+45
ADP icon
315
Automatic Data Processing
ADP
$105B
$31.6K ﹤0.01%
+108
VTV icon
316
Vanguard Value ETF
VTV
$156B
$31K ﹤0.01%
166
-56
IXJ icon
317
iShares Global Healthcare ETF
IXJ
$4.43B
$30.6K ﹤0.01%
346
-34
AMT icon
318
American Tower
AMT
$84.4B
$30.2K ﹤0.01%
157
-23
VIG icon
319
Vanguard Dividend Appreciation ETF
VIG
$102B
$29.3K ﹤0.01%
136
DOCS icon
320
Doximity
DOCS
$8.48B
$29.3K ﹤0.01%
400
SHEL icon
321
Shell
SHEL
$208B
$28.6K ﹤0.01%
400
GE icon
322
GE Aerospace
GE
$299B
$28.2K ﹤0.01%
96
+28
FDN icon
323
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.93B
$28K ﹤0.01%
100
MRK icon
324
Merck
MRK
$242B
$28K ﹤0.01%
1,819
+1,277
FLTR icon
325
VanEck IG Floating Rate ETF
FLTR
$2.56B
$27.8K ﹤0.01%
1,086
11 12
13
14 15