YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Return 49.07%
This Quarter Return
+5.41%
1 Year Return
+49.07%
3 Year Return
5 Year Return
10 Year Return
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
+$23.4M
Cap. Flow %
2.04%
Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30

Sector Composition

1 Technology 33.14%
2 Industrials 19.15%
3 Utilities 9.14%
4 Materials 8.81%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ADP icon
326
Automatic Data Processing
ADP
$120B
$34.5K ﹤0.01%
+113
New +$34.5K
COP icon
327
ConocoPhillips
COP
$116B
$34.4K ﹤0.01%
345
-220
-39% -$21.9K
WEX icon
328
WEX
WEX
$5.87B
$33.6K ﹤0.01%
213
-1
-0.5% -$158
VTV icon
329
Vanguard Value ETF
VTV
$143B
$33.5K ﹤0.01%
194
-165
-46% -$28.5K
LMBS icon
330
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.32B
$33.3K ﹤0.01%
683
+110
+19% +$5.37K
SHY icon
331
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$33.1K ﹤0.01%
400
URTH icon
332
iShares MSCI World ETF
URTH
$5.63B
$32.9K ﹤0.01%
215
BLK icon
333
Blackrock
BLK
$170B
$32.2K ﹤0.01%
34
IXJ icon
334
iShares Global Healthcare ETF
IXJ
$3.85B
$31.5K ﹤0.01%
346
EPAM icon
335
EPAM Systems
EPAM
$9.44B
$30.4K ﹤0.01%
180
XLG icon
336
Invesco S&P 500 Top 50 ETF
XLG
$10.3B
$29.7K ﹤0.01%
648
+388
+149% +$17.8K
SHEL icon
337
Shell
SHEL
$208B
$29.3K ﹤0.01%
400
SYF icon
338
Synchrony
SYF
$28.1B
$29K ﹤0.01%
548
+68
+14% +$3.6K
EW icon
339
Edwards Lifesciences
EW
$47.5B
$29K ﹤0.01%
400
FLTR icon
340
VanEck IG Floating Rate ETF
FLTR
$2.56B
$27.7K ﹤0.01%
1,086
BSX icon
341
Boston Scientific
BSX
$159B
$26.5K ﹤0.01%
+263
New +$26.5K
VIG icon
342
Vanguard Dividend Appreciation ETF
VIG
$95.8B
$26.4K ﹤0.01%
136
RELY icon
343
Remitly
RELY
$4.02B
$26K ﹤0.01%
1,099
+32
+3% +$757
XHE icon
344
SPDR S&P Health Care Equipment ETF
XHE
$155M
$25.1K ﹤0.01%
307
SKYY icon
345
First Trust Cloud Computing ETF
SKYY
$3.08B
$24.5K ﹤0.01%
240
KNSL icon
346
Kinsale Capital Group
KNSL
$10.6B
$24.3K ﹤0.01%
50
CHTR icon
347
Charter Communications
CHTR
$35.7B
$24.3K ﹤0.01%
+66
New +$24.3K
EEFT icon
348
Euronet Worldwide
EEFT
$3.74B
$24.2K ﹤0.01%
240
+3
+1% +$303
DOCS icon
349
Doximity
DOCS
$13B
$23.2K ﹤0.01%
400
KEY icon
350
KeyCorp
KEY
$20.8B
$22.5K ﹤0.01%
1,406
+168
+14% +$2.69K