YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Est. Return 49.07%
This Quarter Est. Return
1 Year Est. Return
+49.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.9M
3
+$8.84M
4
ICL icon
ICL Group
ICL
+$6.86M
5
GLBE icon
Global E Online
GLBE
+$4.85M

Top Sells

1
+$22.9M
2
+$9.09M
3
+$4.79M
4
SPNS icon
Sapiens International
SPNS
+$4.34M
5
TATT icon
TAT Technologies
TATT
+$4.06M

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 Change
in Stake 		Capital Flow
ADP icon
326
Automatic Data Processing
ADP
$114B
$34.5K ﹤0.01%
+113
COP icon
327
ConocoPhillips
COP
$113B
$34.4K ﹤0.01%
345
-220
WEX icon
328
WEX
WEX
$5.48B
$33.6K ﹤0.01%
213
-1
VTV icon
329
Vanguard Value ETF
VTV
$148B
$33.5K ﹤0.01%
194
-165
LMBS icon
330
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.4B
$33.3K ﹤0.01%
683
+110
SHY icon
331
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$33.1K ﹤0.01%
400
URTH icon
332
iShares MSCI World ETF
URTH
$5.93B
$32.9K ﹤0.01%
215
BLK icon
333
Blackrock
BLK
$174B
$32.2K ﹤0.01%
34
IXJ icon
334
iShares Global Healthcare ETF
IXJ
$4.05B
$31.5K ﹤0.01%
346
EPAM icon
335
EPAM Systems
EPAM
$8.73B
$30.4K ﹤0.01%
180
XLG icon
336
Invesco S&P 500 Top 50 ETF
XLG
$11B
$29.7K ﹤0.01%
648
+388
SHEL icon
337
Shell
SHEL
$218B
$29.3K ﹤0.01%
400
SYF icon
338
Synchrony
SYF
$26.4B
$29K ﹤0.01%
548
+68
EW icon
339
Edwards Lifesciences
EW
$44.9B
$29K ﹤0.01%
400
FLTR icon
340
VanEck IG Floating Rate ETF
FLTR
$2.57B
$27.7K ﹤0.01%
1,086
BSX icon
341
Boston Scientific
BSX
$152B
$26.5K ﹤0.01%
+263
VIG icon
342
Vanguard Dividend Appreciation ETF
VIG
$98.5B
$26.4K ﹤0.01%
136
RELY icon
343
Remitly
RELY
$3.5B
$26K ﹤0.01%
1,099
+32
XHE icon
344
SPDR S&P Health Care Equipment ETF
XHE
$150M
$25.1K ﹤0.01%
307
SKYY icon
345
First Trust Cloud Computing ETF
SKYY
$3.26B
$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
$33.3B
$24.3K ﹤0.01%
+66
EEFT icon
348
Euronet Worldwide
EEFT
$3.31B
$24.2K ﹤0.01%
240
+3
DOCS icon
349
Doximity
DOCS
$12.4B
$23.2K ﹤0.01%
400
KEY icon
350
KeyCorp
KEY
$19.5B
$22.5K ﹤0.01%
1,406
+168
12 13
14
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