YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+3.37%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$955M
AUM Growth
-$25.6M
(-2.6%)
Cap. Flow
-$24.6M
Cap. Flow
% of AUM
-2.57%
Top 10 Holdings %
Top 10 Hldgs %
43.43%
Holding
475
New
18
Increased
186
Reduced
133
Closed
27
Top Buys
Top Sells
| 1 |
Prospect Capital
PSEC
|
$29.1M |
| 2 |
Nova
NVMI
|
$12.7M |
| 3 |
Camtek
CAMT
|
$10.6M |
| 4 |
Tower Semiconductor
TSEM
|
$10.3M |
| 5 |
TSMC
TSM
|
$6.95M |
Sector Composition
| 1 | Technology | 42.65% |
| 2 | Industrials | 12.89% |
| 3 | Utilities | 9.1% |
| 4 | Materials | 6.52% |
| 5 | Communication Services | 4.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
GE Aerospace
GE
$292B
| $25K | ﹤0.01% |
155
+13
| +9% | +$2.1K |
|
327
iShares US Financial Services ETF
IYG
$1.9B
| $24.6K | ﹤0.01% |
350
| – | – |
|
328
Arm
ARM
$144B
| $24.2K | ﹤0.01% |
169
| – | – |
|
329
Western Union
WU
$2.84B
| $23.2K | ﹤0.01% |
1,888
-433
| -19% | -$5.33K |
|
330
Schwab US Large-Cap Growth ETF
SCHG
$48.1B
| $22.7K | ﹤0.01% |
+872
| New | +$22.7K |
|
331
iShares Select Dividend ETF
DVY
$20.7B
| $22.3K | ﹤0.01% |
165
| – | – |
|
332
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.29B
| $21.2K | ﹤0.01% |
100
| – | – |
|
333
StoneCo
STNE
$4.53B
| $20.7K | ﹤0.01% |
1,756
-3,042
| -63% | -$35.9K |
|
334
Innoviz Technologies
INVZ
$309M
| $20.7K | ﹤0.01% |
25,000
-32,000
| -56% | -$26.5K |
|
335
iShares MSCI Japan ETF
EWJ
$15.5B
| $20.6K | ﹤0.01% |
288
+203
| +239% | +$14.5K |
|
336
PagSeguro Digital
PAGS
$2.76B
| $20.5K | ﹤0.01% |
1,765
-2,218
| -56% | -$25.8K |
|
|
DQ
337
Daqo New Energy
DQ
$1.93B
| $20.4K | ﹤0.01% |
1,000
| – | – |
|
338
ConocoPhillips
COP
$116B
| $18.9K | ﹤0.01% |
166
-137
| -45% | -$15.6K |
|
339
Sunrun
RUN
$3.93B
| $18.1K | ﹤0.01% |
1,000
| – | – |
|
340
Vanguard Growth ETF
VUG
$186B
| $16.9K | ﹤0.01% |
+44
| New | +$16.9K |
|
341
Marqeta
MQ
$2.73B
| $15.9K | ﹤0.01% |
2,841
-714
| -20% | -$4.01K |
|
342
SPDR S&P Bank ETF
KBE
$1.61B
| $15.9K | ﹤0.01% |
300
| – | – |
|
343
iShares National Muni Bond ETF
MUB
$38.9B
| $15.8K | ﹤0.01% |
145
| – | – |
|
344
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.16B
| $15.3K | ﹤0.01% |
120
| – | – |
|
345
Comcast
CMCSA
$125B
| $15K | ﹤0.01% |
360
-66
| -15% | -$2.76K |
|
346
American Electric Power
AEP
$57.8B
| $14.9K | ﹤0.01% |
152
-1,074
| -88% | -$106K |
|
347
iShares Global Consumer Staples ETF
KXI
$863M
| $13.9K | ﹤0.01% |
211
| – | – |
|
348
Remitly
RELY
$4.02B
| $13.6K | ﹤0.01% |
1,091
-230
| -17% | -$2.86K |
|
349
Paymentus
PAY
$4.55B
| $13.5K | ﹤0.01% |
696
-156
| -18% | -$3.03K |
|
350
dLocal
DLO
$3.77B
| $13.4K | ﹤0.01% |
1,654
-377
| -19% | -$3.05K |
|