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
RUN icon
401
Sunrun
RUN
$4.19B
$5.86K ﹤0.01%
1,000
PPA icon
402
Invesco Aerospace & Defense ETF
PPA
$6.2B
$5.83K ﹤0.01%
50
SDY icon
403
SPDR S&P Dividend ETF
SDY
$20.5B
$5.7K ﹤0.01%
42
ZBH icon
404
Zimmer Biomet
ZBH
$20.9B
$5.66K ﹤0.01%
50
QUAL icon
405
iShares MSCI USA Quality Factor ETF
QUAL
$54.3B
$5.42K ﹤0.01%
32
FEZ icon
406
SPDR Euro Stoxx 50 ETF
FEZ
$4.52B
$5.39K ﹤0.01%
100
VEU icon
407
Vanguard FTSE All-World ex-US ETF
VEU
$48.8B
$5.1K ﹤0.01%
+84
New +$5.1K
IXC icon
408
iShares Global Energy ETF
IXC
$1.8B
$4.84K ﹤0.01%
115
-118
-51% -$4.96K
GM icon
409
General Motors
GM
$55.5B
$4.23K ﹤0.01%
90
-21,150
-100% -$995K
VWO icon
410
Vanguard FTSE Emerging Markets ETF
VWO
$97.2B
$4.04K ﹤0.01%
90
-189
-68% -$8.47K
DIA icon
411
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.8B
$3.78K ﹤0.01%
9
-8
-47% -$3.36K
ONTO icon
412
Onto Innovation
ONTO
$5.1B
$3.64K ﹤0.01%
30
KXI icon
413
iShares Global Consumer Staples ETF
KXI
$862M
$3.2K ﹤0.01%
50
MRNA icon
414
Moderna
MRNA
$9.78B
$1.12K ﹤0.01%
+40
New +$1.12K
PLX icon
415
Protalix BioTherapeutics
PLX
$123M
$563 ﹤0.01%
220
TFC icon
416
Truist Financial
TFC
$60B
$510 ﹤0.01%
4,608
+2,963
+180% +$328
USB icon
417
US Bancorp
USB
$75.9B
$508 ﹤0.01%
4,477
+2,544
+132% +$289
MMC icon
418
Marsh & McLennan
MMC
$100B
$453 ﹤0.01%
690
+84
+14% +$55
SCHW icon
419
Charles Schwab
SCHW
$167B
$443 ﹤0.01%
2,104
+259
+14% +$55
CB icon
420
Chubb
CB
$111B
$424 ﹤0.01%
522
+64
+14% +$52
DUK icon
421
Duke Energy
DUK
$93.8B
$404 ﹤0.01%
1,231
-51
-4% -$17
RF icon
422
Regions Financial
RF
$24.1B
$345 ﹤0.01%
5,903
+4,753
+413% +$278
TROW icon
423
T Rowe Price
TROW
$23.8B
$345 ﹤0.01%
1,398
+1,118
+399% +$276
AON icon
424
Aon
AON
$79.9B
$327 ﹤0.01%
305
+37
+14% +$40
KKR icon
425
KKR & Co
KKR
$121B
$299 ﹤0.01%
962
+116
+14% +$36