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
FDN icon
351
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.35B
$22.2K ﹤0.01%
100
TTD icon
352
Trade Desk
TTD
$25.4B
$21.9K ﹤0.01%
400
PATH icon
353
UiPath
PATH
$6.31B
$21.6K ﹤0.01%
+2,100
New +$21.6K
RTX icon
354
RTX Corp
RTX
$206B
$20K ﹤0.01%
664
+36
+6% +$1.09K
WU icon
355
Western Union
WU
$2.82B
$19.9K ﹤0.01%
1,852
+33
+2% +$355
TEAM icon
356
Atlassian
TEAM
$45.3B
$19.1K ﹤0.01%
90
MGY icon
357
Magnolia Oil & Gas
MGY
$4.34B
$18.9K ﹤0.01%
750
JKHY icon
358
Jack Henry & Associates
JKHY
$11.8B
$18.8K ﹤0.01%
103
+13
+14% +$2.37K
WELL icon
359
Welltower
WELL
$113B
$18.8K ﹤0.01%
124
+12
+11% +$1.82K
PAY icon
360
Paymentus
PAY
$4.48B
$18.8K ﹤0.01%
683
+12
+2% +$330
SEDG icon
361
SolarEdge
SEDG
$1.99B
$17.8K ﹤0.01%
1,100
-2,770
-72% -$44.8K
IWF icon
362
iShares Russell 1000 Growth ETF
IWF
$118B
$17.3K ﹤0.01%
+48
New +$17.3K
PAYO icon
363
Payoneer
PAYO
$2.44B
$17.1K ﹤0.01%
1,972
+51
+3% +$443
UPST icon
364
Upstart Holdings
UPST
$6.56B
$17K ﹤0.01%
370
MUB icon
365
iShares National Muni Bond ETF
MUB
$39.1B
$16.9K ﹤0.01%
160
VUG icon
366
Vanguard Growth ETF
VUG
$187B
$16.3K ﹤0.01%
44
KBE icon
367
SPDR S&P Bank ETF
KBE
$1.62B
$15.9K ﹤0.01%
300
ERIE icon
368
Erie Indemnity
ERIE
$17.6B
$14.7K ﹤0.01%
35
+4
+13% +$1.68K
DOCN icon
369
DigitalOcean
DOCN
$3.03B
$14.2K ﹤0.01%
425
EWJ icon
370
iShares MSCI Japan ETF
EWJ
$15.8B
$13.9K ﹤0.01%
203
-85
-30% -$5.83K
GRID icon
371
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.21B
$13.6K ﹤0.01%
120
TBLAW icon
372
Taboola.com Ltd. Warrant
TBLAW
$1.48M
$13K ﹤0.01%
+80,000
New +$13K
IBDT icon
373
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.09B
$12.6K ﹤0.01%
500
VCLT icon
374
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.89B
$11.4K ﹤0.01%
+150
New +$11.4K
SKX icon
375
Skechers
SKX
$9.5B
$11.4K ﹤0.01%
200