YDMI

Y.D. More Investments Portfolio holdings

AUM $1.77B
1-Year Est. Return 65.6%
This Quarter Est. Return
1 Year Est. Return
+65.6%
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
+$60.9M
2
+$57.8M
3
+$13.8M
4
CAMT icon
Camtek
CAMT
+$9.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.75M

Top Sells

1
+$17.1M
2
+$5.55M
3
+$2.85M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.7M
5
TATT icon
TAT Technologies
TATT
+$2.69M

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
ACGL icon
326
Arch Capital
ACGL
$34.2B
$27.1K ﹤0.01%
299
-46
XLG icon
327
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
$26.3K ﹤0.01%
460
-260
SBUX icon
328
Starbucks
SBUX
$96.1B
$26K ﹤0.01%
+304
FOUR icon
329
Shift4
FOUR
$4.75B
$25.2K ﹤0.01%
319
-110
BUG icon
330
Global X Cybersecurity ETF
BUG
$1.03B
$24.6K ﹤0.01%
700
-700
IBKR icon
331
Interactive Brokers
IBKR
$29.2B
$24.2K ﹤0.01%
+351
XHE icon
332
State Street SPDR S&P Health Care Equipment ETF
XHE
$151M
$24.1K ﹤0.01%
307
-147
PM icon
333
Philip Morris
PM
$237B
$23K ﹤0.01%
141
-1,219
IWF icon
334
iShares Russell 1000 Growth ETF
IWF
$124B
$22.5K ﹤0.01%
48
CTAS icon
335
Cintas
CTAS
$75.3B
$22K ﹤0.01%
+108
SYF icon
336
Synchrony
SYF
$30.7B
$21.7K ﹤0.01%
305
-51
TEAM icon
337
Atlassian
TEAM
$42.8B
$21.6K ﹤0.01%
134
+44
KNSL icon
338
Kinsale Capital Group
KNSL
$9.08B
$21.3K ﹤0.01%
50
VUG icon
339
Vanguard Growth ETF
VUG
$202B
$21.1K ﹤0.01%
44
WEX icon
340
WEX
WEX
$5.33B
$19.9K ﹤0.01%
124
-42
STNE icon
341
StoneCo
STNE
$3.95B
$19.1K ﹤0.01%
979
-337
DECK icon
342
Deckers Outdoor
DECK
$14.5B
$18.9K ﹤0.01%
+186
UPST icon
343
Upstart Holdings
UPST
$4.65B
$18.8K ﹤0.01%
370
GRID icon
344
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$4.98B
$18.1K ﹤0.01%
120
MGY icon
345
Magnolia Oil & Gas
MGY
$4.18B
$17.9K ﹤0.01%
750
KBE icon
346
State Street SPDR S&P Bank ETF
KBE
$1.43B
$17.8K ﹤0.01%
300
RUN icon
347
Sunrun
RUN
$4.23B
$17.3K ﹤0.01%
1,000
MUB icon
348
iShares National Muni Bond ETF
MUB
$41.5B
$17K ﹤0.01%
160
EWJ icon
349
iShares MSCI Japan ETF
EWJ
$16B
$16.3K ﹤0.01%
203
CGDV icon
350
Capital Group Dividend Value ETF
CGDV
$25.7B
$16.1K ﹤0.01%
386
-1,764
12 13
14
15 16