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
351
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-2,150
352
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-8
353
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-1,272
354
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-312
355
– –
-188
356
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-122
357
– –
-28,000
358
– –
-1,490
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