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
KBWB icon
301
Invesco KBW Bank ETF
KBWB
$4.87B
$50.8K ﹤0.01%
810
IYG icon
302
iShares US Financial Services ETF
IYG
$1.9B
$50.8K ﹤0.01%
650
+300
+86% +$23.4K
WILC icon
303
G. Willi-Food International
WILC
$280M
$49.3K ﹤0.01%
3,240
+235
+8% +$3.57K
IBB icon
304
iShares Biotechnology ETF
IBB
$5.8B
$49.2K ﹤0.01%
385
MELI icon
305
Mercado Libre
MELI
$123B
$48.8K ﹤0.01%
25
HLMN icon
306
Hillman Solutions
HLMN
$2B
$48.2K ﹤0.01%
5,489
TIP icon
307
iShares TIPS Bond ETF
TIP
$13.6B
$47.8K ﹤0.01%
430
+60
+16% +$6.67K
FOUR icon
308
Shift4
FOUR
$6.01B
$47.6K ﹤0.01%
488
+3
+0.6% +$293
ABT icon
309
Abbott
ABT
$231B
$46.6K ﹤0.01%
415
+335
+419% +$37.6K
BUG icon
310
Global X Cybersecurity ETF
BUG
$1.13B
$45.3K ﹤0.01%
1,400
QTEC icon
311
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.7B
$45.1K ﹤0.01%
260
QLTA icon
312
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.68B
$45.1K ﹤0.01%
955
+328
+52% +$15.5K
VRSN icon
313
VeriSign
VRSN
$26.2B
$44.7K ﹤0.01%
+176
New +$44.7K
AMT icon
314
American Tower
AMT
$92.9B
$44.5K ﹤0.01%
205
+6
+3% +$1.3K
DAL icon
315
Delta Air Lines
DAL
$39.9B
$43.6K ﹤0.01%
1,000
IGM icon
316
iShares Expanded Tech Sector ETF
IGM
$8.79B
$40.8K ﹤0.01%
450
-150
-25% -$13.6K
IWM icon
317
iShares Russell 2000 ETF
IWM
$67.8B
$39.9K ﹤0.01%
+200
New +$39.9K
BSV icon
318
Vanguard Short-Term Bond ETF
BSV
$38.5B
$39.8K ﹤0.01%
508
-222
-30% -$17.4K
MOAT icon
319
VanEck Morningstar Wide Moat ETF
MOAT
$12.8B
$39.6K ﹤0.01%
450
AXON icon
320
Axon Enterprise
AXON
$57.2B
$39.4K ﹤0.01%
75
BSCT icon
321
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.25B
$38.9K ﹤0.01%
2,100
XLU icon
322
Utilities Select Sector SPDR Fund
XLU
$20.7B
$37.4K ﹤0.01%
476
CL icon
323
Colgate-Palmolive
CL
$68.8B
$36.9K ﹤0.01%
+394
New +$36.9K
SCHG icon
324
Schwab US Large-Cap Growth ETF
SCHG
$48.4B
$35.6K ﹤0.01%
1,420
+548
+63% +$13.7K
DVA icon
325
DaVita
DVA
$9.86B
$35.5K ﹤0.01%
+232
New +$35.5K