YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+4.57%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$413M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.67%
Holding
407
New
407
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Prospect Capital
PSEC
|
$31.8M |
| 2 |
Microsoft
MSFT
|
$23.6M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$22.2M |
| 4 |
Ituran Location and Control
ITRN
|
$22M |
| 5 |
Takeda Pharmaceutical
TAK
|
$16.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 35.67% |
| 2 | Healthcare | 22.15% |
| 3 | Financials | 10.91% |
| 4 | Communication Services | 6.96% |
| 5 | Industrials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Flywire
FLYW
$1.61B
| $15K | ﹤0.01% |
+2,237
| New | +$15K |
|
327
Estee Lauder
EL
$33B
| $15K | ﹤0.01% |
+60
| New | +$15K |
|
328
Diamondback Energy
FANG
$43.1B
| $13.6K | ﹤0.01% |
+100
| New | +$13.6K |
|
329
Tractor Supply
TSCO
$32.7B
| $13.6K | ﹤0.01% |
+60
| New | +$13.6K |
|
330
Nasdaq
NDAQ
$54.4B
| $13.2K | ﹤0.01% |
+213
| New | +$13.2K |
|
331
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.17B
| $13K | ﹤0.01% |
+295
| New | +$13K |
|
332
Palantir
PLTR
$372B
| $12.8K | ﹤0.01% |
+2,028
| New | +$12.8K |
|
333
Utilities Select Sector SPDR Fund
XLU
$20.9B
| $12.8K | ﹤0.01% |
+181
| New | +$12.8K |
|
334
General Dynamics
GD
$87.3B
| $12.5K | ﹤0.01% |
+50
| New | +$12.5K |
|
335
Devon Energy
DVN
$22.9B
| $12.2K | ﹤0.01% |
+200
| New | +$12.2K |
|
336
Evertec
EVTC
$2.28B
| $12.2K | ﹤0.01% |
+1,338
| New | +$12.2K |
|
337
Siyata Mobile, Inc. Warrant
SYTAW
$121K
| $12K | ﹤0.01% |
+201,805
| New | +$12K |
|
338
Vanguard FTSE Europe ETF
VGK
$26.8B
| $11.2K | ﹤0.01% |
+200
| New | +$11.2K |
|
339
Keysight
KEYS
$28.1B
| $11.2K | ﹤0.01% |
+65
| New | +$11.2K |
|
340
Payoneer
PAYO
$2.5B
| $11.1K | ﹤0.01% |
+7,188
| New | +$11.1K |
|
341
Remitly
RELY
$3.82B
| $10.8K | ﹤0.01% |
+3,503
| New | +$10.8K |
|
342
Bread Financial
BFH
$3.09B
| $10.8K | ﹤0.01% |
+1,023
| New | +$10.8K |
|
343
Haleon
HLN
$43.9B
| $10.2K | ﹤0.01% |
+1,271
| New | +$10.2K |
|
|
EVOP
344
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
| $10.2K | ﹤0.01% |
+1,068
| New | +$10.2K |
|
345
Unilever
UL
$155B
| $10.1K | ﹤0.01% |
+200
| New | +$10.1K |
|
346
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $10K | ﹤0.01% |
+200
| New | +$10K |
|
347
iShares Russell 2000 Value ETF
IWN
$11.8B
| $9.75K | ﹤0.01% |
+70
| New | +$9.75K |
|
348
iShares 7-10 Year Treasury Bond ETF
IEF
$35.7B
| $9.62K | ﹤0.01% |
+100
| New | +$9.62K |
|
349
VanEck Semiconductor ETF
SMH
$27B
| $9.58K | ﹤0.01% |
+47
| New | +$9.58K |
|
350
NXP Semiconductors
NXPI
$59.2B
| $9.49K | ﹤0.01% |
+60
| New | +$9.49K |
|