YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+4.57%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$413M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.67%
Holding
407
New
407
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Prospect Capital
PSEC
|
$31.8M |
| 2 |
Microsoft
MSFT
|
$23.6M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$22.2M |
| 4 |
Ituran Location and Control
ITRN
|
$22M |
| 5 |
Takeda Pharmaceutical
TAK
|
$16.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 35.67% |
| 2 | Healthcare | 22.15% |
| 3 | Financials | 10.91% |
| 4 | Communication Services | 6.96% |
| 5 | Industrials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SCWX
301
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
| $24.4K | 0.01% |
+14,541
| New | +$24.4K |
|
302
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $23.4K | 0.01% |
+165
| New | +$23.4K |
|
303
Abbott
ABT
$231B
| $22.1K | 0.01% |
+200
| New | +$22.1K |
|
304
Vanguard Russell 2000 ETF
VTWO
$12.6B
| $22K | 0.01% |
+312
| New | +$22K |
|
305
Snowflake
SNOW
$79.6B
| $21.2K | 0.01% |
+525
| New | +$21.2K |
|
306
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.17B
| $21.1K | 0.01% |
+240
| New | +$21.1K |
|
307
Levi Strauss
LEVI
$8.85B
| $21.1K | 0.01% |
+1,365
| New | +$21.1K |
|
308
Amplify Cybersecurity ETF
HACK
$2.28B
| $20.5K | 0.01% |
+466
| New | +$20.5K |
|
309
Freeport-McMoran
FCX
$63.7B
| $20.2K | ﹤0.01% |
+530
| New | +$20.2K |
|
310
Accenture
ACN
$162B
| $20.1K | ﹤0.01% |
+75
| New | +$20.1K |
|
311
AutoZone
AZO
$70.2B
| $19.7K | ﹤0.01% |
+8
| New | +$19.7K |
|
312
Applovin
APP
$162B
| $18.9K | ﹤0.01% |
+1,810
| New | +$18.9K |
|
313
McKesson
MCK
$85.4B
| $18.8K | ﹤0.01% |
+50
| New | +$18.8K |
|
314
The Communication Services Select Sector SPDR Fund
XLC
$25B
| $18.5K | ﹤0.01% |
+388
| New | +$18.5K |
|
315
Global X Cybersecurity ETF
BUG
$1.13B
| $18.5K | ﹤0.01% |
+900
| New | +$18.5K |
|
316
Diageo
DEO
$62.1B
| $17.9K | ﹤0.01% |
+100
| New | +$17.9K |
|
317
Ellomay Capital Ltd
ELLO
$239M
| $17.5K | ﹤0.01% |
+1,166
| New | +$17.5K |
|
318
iShares US Financial Services ETF
IYG
$1.94B
| $17.2K | ﹤0.01% |
+110
| New | +$17.2K |
|
319
Goldman Sachs
GS
$226B
| $16.8K | ﹤0.01% |
+49
| New | +$16.8K |
|
320
Affirm
AFRM
$28.8B
| $16.3K | ﹤0.01% |
+5,955
| New | +$16.3K |
|
321
Lumen
LUMN
$5.1B
| $15.9K | ﹤0.01% |
+3,000
| New | +$15.9K |
|
322
Morgan Stanley
MS
$240B
| $15.8K | ﹤0.01% |
+187
| New | +$15.8K |
|
323
iShares National Muni Bond ETF
MUB
$38.6B
| $15.3K | ﹤0.01% |
+145
| New | +$15.3K |
|
324
Netflix
NFLX
$513B
| $15.1K | ﹤0.01% |
+52
| New | +$15.1K |
|
325
ACI Worldwide
ACIW
$5.09B
| $15.1K | ﹤0.01% |
+2,306
| New | +$15.1K |
|