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
STNE icon
376
StoneCo
STNE
$3.41B
$7.25K ﹤0.01%
490
-489
RSG icon
377
Republic Services
RSG
$71.3B
$7.19K ﹤0.01%
+10,824
PAY icon
378
Paymentus
PAY
$3.25B
$7.14K ﹤0.01%
226
-226
NSC icon
379
Norfolk Southern
NSC
$68B
$7.1K ﹤0.01%
+7,846
PWR icon
380
Quanta Services
PWR
$80.8B
$6.9K ﹤0.01%
+5,214
QUAL icon
381
iShares MSCI USA Quality Factor ETF
QUAL
$49.3B
$6.36K ﹤0.01%
32
COP icon
382
ConocoPhillips
COP
$143B
$6.08K ﹤0.01%
65
-48
NEM icon
383
Newmont
NEM
$127B
$5.79K ﹤0.01%
58
-41
EEFT icon
384
Euronet Worldwide
EEFT
$3.08B
$5.78K ﹤0.01%
76
-72
SPHD icon
385
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.34B
$5.76K ﹤0.01%
120
WU icon
386
Western Union
WU
$3.05B
$5.34K ﹤0.01%
574
+11
PAGS icon
387
PagSeguro Digital
PAGS
$2.87B
$5.32K ﹤0.01%
552
+7
SOLS
388
Solstice Advanced Materials
SOLS
$11.5B
$5.29K ﹤0.01%
+109
GWW icon
389
W.W. Grainger
GWW
$52.7B
$5.26K ﹤0.01%
+1,663
RELY icon
390
Remitly
RELY
$3.59B
$5.2K ﹤0.01%
377
-366
AME icon
391
Ametek
AME
$50.8B
$5.18K ﹤0.01%
+8,049
ERIE icon
392
Erie Indemnity
ERIE
$13.6B
$5.16K ﹤0.01%
18
-2
FAST icon
393
Fastenal
FAST
$53.4B
$5.05K ﹤0.01%
40,141
+39,834
CARR icon
394
Carrier Global
CARR
$48.8B
$4.88K ﹤0.01%
+29,448
VWO icon
395
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$4.84K ﹤0.01%
90
IXC icon
396
iShares Global Energy ETF
IXC
$2.24B
$4.82K ﹤0.01%
115
STLD icon
397
Steel Dynamics
STLD
$26.3B
$4.63K ﹤0.01%
+5,106
DIA icon
398
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.2B
$4.33K ﹤0.01%
9
VMC icon
399
Vulcan Materials
VMC
$35.9B
$4.13K ﹤0.01%
+4,620
MLM icon
400
Martin Marietta Materials
MLM
$36.8B
$4.12K ﹤0.01%
+2,109
14 15
16
17 18