YDMI

Y.D. More Investments Portfolio holdings

AUM $1.77B
1-Year Est. Return 65.6%
This Quarter Est. Return
1 Year Est. Return
+65.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$60.9M
2
+$57.8M
3
+$13.8M
4
CAMT icon
Camtek
CAMT
+$9.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.75M

Top Sells

1
+$17.1M
2
+$5.55M
3
+$2.85M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.7M
5
TATT icon
TAT Technologies
TATT
+$2.69M

Sector Composition

1 Technology 33.22%
2 Industrials 20.69%
3 Utilities 13.53%
4 Materials 6.33%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JKHY icon
376
Jack Henry & Associates
JKHY
$13.2B
$8.34K ﹤0.01%
56
-10
VRTX icon
377
Vertex Pharmaceuticals
VRTX
$110B
$8.11K ﹤0.01%
89
+69
OHI icon
378
Omega Healthcare
OHI
$13.3B
$7.18K ﹤0.01%
170
MDT icon
379
Medtronic
MDT
$128B
$7.14K ﹤0.01%
75
-1,295
WMB icon
380
Williams Companies
WMB
$74B
$7.04K ﹤0.01%
110
-1,919
TBLAW icon
381
Taboola.com Ltd Warrant
TBLAW
$6.8K ﹤0.01%
80,000
ERIE icon
382
Erie Indemnity
ERIE
$14.4B
$6.36K ﹤0.01%
20
-3
QUAL icon
383
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$6.16K ﹤0.01%
32
-32
SPHD icon
384
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.03B
$5.93K ﹤0.01%
120
-4,000
PAGS icon
385
PagSeguro Digital
PAGS
$2.89B
$5.62K ﹤0.01%
545
-1,052
FLYW icon
386
Flywire
FLYW
$1.7B
$5.03K ﹤0.01%
372
-198
VWO icon
387
Vanguard FTSE Emerging Markets ETF
VWO
$105B
$4.83K ﹤0.01%
90
-90
IXC icon
388
iShares Global Energy ETF
IXC
$1.89B
$4.8K ﹤0.01%
115
EVTC icon
389
Evertec
EVTC
$1.82B
$4.72K ﹤0.01%
137
-32
WU icon
390
Western Union
WU
$2.97B
$4.5K ﹤0.01%
563
-1,038
RPAY icon
391
Repay Holdings
RPAY
$289M
$4.39K ﹤0.01%
825
-449
DIA icon
392
SPDR Dow Jones Industrial Average ETF Trust
DIA
$42.9B
$4.17K ﹤0.01%
9
MQ icon
393
Marqeta
MQ
$2.19B
$4.15K ﹤0.01%
768
-371
PPA icon
394
Invesco Aerospace & Defense ETF
PPA
$6.55B
$3.89K ﹤0.01%
25
ONTO icon
395
Onto Innovation
ONTO
$8.29B
$3.88K ﹤0.01%
30
SYTAW
396
DELISTED
Siyata Mobile Warrant
SYTAW
$908 ﹤0.01%
201,805
USB icon
397
US Bancorp
USB
$81.8B
$601 ﹤0.01%
4,112
-158
TFC icon
398
Truist Financial
TFC
$62.1B
$587 ﹤0.01%
4,246
-390
TROW icon
399
T. Rowe Price
TROW
$22.3B
$501 ﹤0.01%
1,615
+72
PLX icon
400
Protalix BioTherapeutics
PLX
$141M
$488 ﹤0.01%
220
14 15
16
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