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
$2.09B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$12.4M
3
+$9.43M
4
ESLT icon
Elbit Systems
ESLT
+$9.17M
5
ORA icon
Ormat Technologies
ORA
+$8.16M

Top Sells

1
+$16M
2
+$9.52M
3
+$9.45M
4
WIX icon
WIX.com
WIX
+$7.62M
5
META icon
Meta Platforms (Facebook)
META
+$2.72M

Sector Composition

1 Technology 30.52%
2 Industrials 24.59%
3 Utilities 17.09%
4 Materials 5.22%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEV icon
351
GE Vernova
GEV
$224B
$13.5K ﹤0.01%
+6,609
PM icon
352
Philip Morris
PM
$270B
$13.3K ﹤0.01%
82
-59
QTUM icon
353
Defiance Quantum ETF
QTUM
$3.52B
$13.2K ﹤0.01%
120
IBDT icon
354
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.77B
$12.7K ﹤0.01%
500
HACK icon
355
Amplify Cybersecurity ETF
HACK
$1.98B
$12.1K ﹤0.01%
150
ADBE icon
356
Adobe
ADBE
$116B
$11.6K ﹤0.01%
33
-509
ICLN icon
357
iShares Global Clean Energy ETF
ICLN
$2.1B
$11.5K ﹤0.01%
+700
VCLT icon
358
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.77B
$11.4K ﹤0.01%
150
FOUR icon
359
Shift4
FOUR
$3.89B
$10.1K ﹤0.01%
160
-159
ABT icon
360
Abbott
ABT
$196B
$10K ﹤0.01%
80
-157
MINT icon
361
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15B
$9.93K ﹤0.01%
99
AMTM
362
Amentum Holdings
AMTM
$7.32B
$9.82K ﹤0.01%
338
-182
NDAQ icon
363
Nasdaq
NDAQ
$50.1B
$9.81K ﹤0.01%
425
-5
IEF icon
364
iShares 7-10 Year Treasury Bond ETF
IEF
$48.4B
$9.62K ﹤0.01%
100
JKHY icon
365
Jack Henry & Associates
JKHY
$12.4B
$9.49K ﹤0.01%
52
-4
WEX icon
366
WEX
WEX
$5.73B
$9.24K ﹤0.01%
62
-62
BA icon
367
Boeing
BA
$177B
$8.69K ﹤0.01%
40
-28
ABNB icon
368
Airbnb
ABNB
$79.9B
$8.41K ﹤0.01%
62
-53
EMR icon
369
Emerson Electric
EMR
$77.8B
$8.17K ﹤0.01%
+19,643
CMI icon
370
Cummins
CMI
$74.5B
$7.72K ﹤0.01%
+4,826
OHI icon
371
Omega Healthcare
OHI
$14.1B
$7.54K ﹤0.01%
170
DLO icon
372
dLocal
DLO
$3.42B
$7.52K ﹤0.01%
532
-497
NUE icon
373
Nucor
NUE
$38.6B
$7.46K ﹤0.01%
+8,002
CSX icon
374
CSX Corp
CSX
$75.5B
$7.4K ﹤0.01%
65,109
+64,611
MDT icon
375
Medtronic
MDT
$117B
$7.25K ﹤0.01%
75
13 14
15
16 17