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
RF icon
401
Regions Financial
RF
$23B
$445 ﹤0.01%
5,574
-1,010
CPB icon
402
Campbell Soup
CPB
$8.81B
$442 ﹤0.01%
+4,628
ISRG icon
403
Intuitive Surgical
ISRG
$204B
$422 ﹤0.01%
+96
AMGN icon
404
Amgen
AMGN
$178B
$398 ﹤0.01%
466
+65
PFG icon
405
Principal Financial Group
PFG
$19.2B
$393 ﹤0.01%
1,566
+1,370
SCHW icon
406
Charles Schwab
SCHW
$167B
$388 ﹤0.01%
1,343
-23
DUK icon
407
Duke Energy
DUK
$90.6B
$381 ﹤0.01%
1,019
-245
TMUS icon
408
T-Mobile US
TMUS
$234B
$363 ﹤0.01%
505
+359
PLTR icon
409
Palantir
PLTR
$433B
$329 ﹤0.01%
+608
CB icon
410
Chubb
CB
$116B
$254 ﹤0.01%
298
-41
MMC icon
411
Marsh & McLennan
MMC
$89.1B
$239 ﹤0.01%
392
-56
KKR icon
412
KKR & Co
KKR
$115B
$198 ﹤0.01%
503
-122
AJG icon
413
Arthur J. Gallagher & Co
AJG
$61.6B
$191 ﹤0.01%
204
BK icon
414
Bank of New York Mellon
BK
$79.5B
$189 ﹤0.01%
573
-96
AON icon
415
Aon
AON
$74.2B
$186 ﹤0.01%
172
-26
MCO icon
416
Moody's
MCO
$88.6B
$179 ﹤0.01%
124
-18
APP icon
417
Applovin
APP
$234B
$177 ﹤0.01%
+82
INTU icon
418
Intuit
INTU
$187B
$158 ﹤0.01%
+75
ALL icon
419
Allstate
ALL
$52.9B
$138 ﹤0.01%
212
-31
TXN icon
420
Texas Instruments
TXN
$166B
$135 ﹤0.01%
+243
AFL icon
421
Aflac
AFL
$57.3B
$132 ﹤0.01%
390
-66
ZIMV
422
DELISTED
ZimVie
ZIMV
$114 ﹤0.01%
6
AMP icon
423
Ameriprise Financial
AMP
$44.3B
$113 ﹤0.01%
76
-13
MSCI icon
424
MSCI
MSCI
$40.4B
$105 ﹤0.01%
61
-11
ADI icon
425
Analog Devices
ADI
$138B
$98 ﹤0.01%
+132