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
$1.77B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$58.3M
2
+$49.9M
3
+$12M
4
CAMT icon
Camtek
CAMT
+$7.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.5M

Top Sells

1
+$16.6M
2
+$5.13M
3
+$2.6M
4
CLBT icon
Cellebrite
CLBT
+$2.42M
5
TATT icon
TAT Technologies
TATT
+$2.3M

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
$12.3B
$41K ﹤0.01%
800
BSV icon
302
Vanguard Short-Term Bond ETF
BSV
$43.8B
$40.1K ﹤0.01%
508
BLK icon
303
Blackrock
BLK
$147B
$39.6K ﹤0.01%
34
BSCT icon
304
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.82B
$39.5K ﹤0.01%
2,100
URTH icon
305
iShares MSCI World ETF
URTH
$6.72B
$39K ﹤0.01%
215
TTD icon
306
Trade Desk
TTD
$12.8B
$37.8K ﹤0.01%
769
+369
GILD icon
307
Gilead Sciences
GILD
$185B
$37.4K ﹤0.01%
+332
FEZ icon
308
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.98B
$37.2K ﹤0.01%
600
+400
MET icon
309
MetLife
MET
$45.5B
$37.1K ﹤0.01%
451
-81
AIG icon
310
American International
AIG
$41.8B
$36.4K ﹤0.01%
463
-116
SCHG icon
311
Schwab US Large-Cap Growth ETF
SCHG
$50.6B
$35.8K ﹤0.01%
1,122
SHY icon
312
iShares 1-3 Year Treasury Bond ETF
SHY
$24.6B
$33.2K ﹤0.01%
400
QMNV
313
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$58.4M
$33.2K ﹤0.01%
1,504
-1,504
ABT icon
314
Abbott
ABT
$191B
$31.6K ﹤0.01%
237
+45
ADP icon
315
Automatic Data Processing
ADP
$85.6B
$31.6K ﹤0.01%
+108
VTV icon
316
Vanguard Value ETF
VTV
$167B
$31K ﹤0.01%
166
-56
IXJ icon
317
iShares Global Healthcare ETF
IXJ
$3.96B
$30.6K ﹤0.01%
346
-34
AMT icon
318
American Tower
AMT
$86B
$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
$4.49B
$29.3K ﹤0.01%
400
SHEL icon
321
Shell
SHEL
$243B
$28.6K ﹤0.01%
400
GE icon
322
GE Aerospace
GE
$339B
$28.2K ﹤0.01%
96
+28
FDN icon
323
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.88B
$28K ﹤0.01%
100
MRK icon
324
Merck
MRK
$288B
$28K ﹤0.01%
1,819
+1,277
FLTR icon
325
VanEck IG Floating Rate ETF
FLTR
$2.57B
$27.8K ﹤0.01%
1,086
11 12
13
14 15