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
$434M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.15M
3
+$1.95M
4
JPM icon
JPMorgan Chase
JPM
+$1.65M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.62M

Top Sells

1
+$40.9M
2
+$3.97M
3
+$3.6M
4
PFE icon
Pfizer
PFE
+$2.63M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.97M

Sector Composition

1 Technology 29.99%
2 Healthcare 26.56%
3 Financials 11.29%
4 Communication Services 6.58%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$67 ﹤0.01%
6
327
– –
-200
328
– –
-2,766
329
– –
-1,500
330
– –
-150
331
– –
-1,000
332
– –
-14,716
333
– –
-12
334
– –
-13
335
– –
-900
336
– –
-920
337
– –
-350
338
– –
-120
339
– –
-67
340
– –
-56
341
– –
-1,178
342
– –
-15
343
– –
-1,400
344
– –
-979
345
– –
-645
346
– –
-127,538
347
– –
-801
348
– –
-500
349
– –
-120
350
– –
-1,023
11 12 13
14
15