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
$2.09B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$12.4M
3
+$9.43M
4
ESLT icon
Elbit Systems
ESLT
+$9.17M
5
ORA icon
Ormat Technologies
ORA
+$8.16M

Top Sells

1
+$16M
2
+$9.52M
3
+$9.45M
4
WIX icon
WIX.com
WIX
+$7.62M
5
META icon
Meta Platforms (Facebook)
META
+$2.72M

Sector Composition

1 Technology 30.52%
2 Industrials 24.59%
3 Utilities 17.09%
4 Materials 5.22%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMT icon
326
American Tower
AMT
$87B
$22.8K ﹤0.01%
129
-28
IWF icon
327
iShares Russell 1000 Growth ETF
IWF
$117B
$22.7K ﹤0.01%
48
LMBS icon
328
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.98B
$22.5K ﹤0.01%
450
-573
SYF icon
329
Synchrony
SYF
$23.3B
$21.7K ﹤0.01%
260
-45
DE icon
330
Deere & Co
DE
$162B
$21.5K ﹤0.01%
+8,021
LPLA icon
331
LPL Financial
LPLA
$25B
$21.4K ﹤0.01%
+60
IBKR icon
332
Interactive Brokers
IBKR
$30.1B
$20.6K ﹤0.01%
321
-30
ITW icon
333
Illinois Tool Works
ITW
$79.7B
$20.1K ﹤0.01%
+10,143
KNSL icon
334
Kinsale Capital Group
KNSL
$8.39B
$19.8K ﹤0.01%
50
GRID icon
335
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$7.6B
$18.5K ﹤0.01%
120
RUN icon
336
Sunrun
RUN
$2.66B
$18.4K ﹤0.01%
1,000
KBE icon
337
State Street SPDR S&P Bank ETF
KBE
$1.34B
$18.2K ﹤0.01%
300
DOCS icon
338
Doximity
DOCS
$4.71B
$17.8K ﹤0.01%
400
FCX icon
339
Freeport-McMoran
FCX
$86.9B
$17.8K ﹤0.01%
426
+296
GE icon
340
GE Aerospace
GE
$338B
$17.3K ﹤0.01%
56
-40
MUB icon
341
iShares National Muni Bond ETF
MUB
$42.8B
$17.1K ﹤0.01%
160
CGDV icon
342
Capital Group Dividend Value ETF
CGDV
$30.1B
$16.8K ﹤0.01%
386
UPST icon
343
Upstart Holdings
UPST
$2.65B
$16.6K ﹤0.01%
370
MGY icon
344
Magnolia Oil & Gas
MGY
$5.26B
$16.6K ﹤0.01%
750
AMAT icon
345
Applied Materials
AMAT
$269B
$15.4K ﹤0.01%
60
-213
TTD icon
346
Trade Desk
TTD
$13.6B
$15.2K ﹤0.01%
400
-369
TEAM icon
347
Atlassian
TEAM
$21.6B
$14.7K ﹤0.01%
90
-44
DGRO icon
348
iShares Core Dividend Growth ETF
DGRO
$37.7B
$13.9K ﹤0.01%
+200
KEY icon
349
KeyCorp
KEY
$21.5B
$13.8K ﹤0.01%
670
-128
WELL icon
350
Welltower
WELL
$145B
$13.6K ﹤0.01%
73
-215
12 13
14
15 16