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
IGM icon
301
iShares Expanded Tech Sector ETF
IGM
$8.84B
$50.6K ﹤0.01%
450
WILC icon
302
G. Willi-Food International
WILC
$290M
$50.2K ﹤0.01%
2,590
-650
-20% -$12.6K
DAL icon
303
Delta Air Lines
DAL
$40.3B
$49.2K ﹤0.01%
1,000
AIG icon
304
American International
AIG
$43.6B
$49K ﹤0.01%
579
-313
-35% -$26.5K
IBB icon
305
iShares Biotechnology ETF
IBB
$5.76B
$48.7K ﹤0.01%
385
TIP icon
306
iShares TIPS Bond ETF
TIP
$13.6B
$47.3K ﹤0.01%
430
IWM icon
307
iShares Russell 2000 ETF
IWM
$66.9B
$43.2K ﹤0.01%
200
MET icon
308
MetLife
MET
$52.9B
$42.8K ﹤0.01%
532
-286
-35% -$23K
MRK icon
309
Merck
MRK
$210B
$42.6K ﹤0.01%
542
-589
-52% -$46.3K
EUAD
310
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.05B
$42.4K ﹤0.01%
+1,000
New +$42.4K
MOAT icon
311
VanEck Morningstar Wide Moat ETF
MOAT
$12.8B
$42.2K ﹤0.01%
450
FOUR icon
312
Shift4
FOUR
$5.99B
$42.1K ﹤0.01%
429
-59
-12% -$5.8K
IAGG icon
313
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$40.9K ﹤0.01%
800
-480
-38% -$24.5K
BSV icon
314
Vanguard Short-Term Bond ETF
BSV
$38.5B
$40K ﹤0.01%
508
AMT icon
315
American Tower
AMT
$90.7B
$39.5K ﹤0.01%
180
-25
-12% -$5.49K
BSCT icon
316
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.25B
$39.3K ﹤0.01%
2,100
HLMN icon
317
Hillman Solutions
HLMN
$2B
$39.2K ﹤0.01%
5,489
VTV icon
318
Vanguard Value ETF
VTV
$143B
$39.1K ﹤0.01%
222
+28
+14% +$4.94K
XLG icon
319
Invesco S&P 500 Top 50 ETF
XLG
$10.4B
$37.3K ﹤0.01%
720
+72
+11% +$3.73K
XHE icon
320
SPDR S&P Health Care Equipment ETF
XHE
$155M
$36.6K ﹤0.01%
454
+147
+48% +$11.9K
URTH icon
321
iShares MSCI World ETF
URTH
$5.65B
$36.4K ﹤0.01%
215
BLK icon
322
Blackrock
BLK
$171B
$35.7K ﹤0.01%
34
SYTAW icon
323
Siyata Mobile, Inc. Warrant
SYTAW
$68.1K
$35.3K ﹤0.01%
201,805
SHY icon
324
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$33.1K ﹤0.01%
400
SCHG icon
325
Schwab US Large-Cap Growth ETF
SCHG
$48.8B
$32.8K ﹤0.01%
1,122
-298
-21% -$8.71K