YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Est. Return 49.07%
This Quarter Est. Return
1 Year Est. Return
+49.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.9M
3
+$8.84M
4
ICL icon
ICL Group
ICL
+$6.86M
5
GLBE icon
Global E Online
GLBE
+$4.85M

Top Sells

1
+$22.9M
2
+$9.09M
3
+$4.79M
4
SPNS icon
Sapiens International
SPNS
+$4.34M
5
TATT icon
TAT Technologies
TATT
+$4.06M

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 Change
in Stake 		Capital Flow
RUN icon
401
Sunrun
RUN
$4.57B
$5.86K ﹤0.01%
1,000
PPA icon
402
Invesco Aerospace & Defense ETF
PPA
$6.75B
$5.83K ﹤0.01%
50
SDY icon
403
SPDR S&P Dividend ETF
SDY
$20.2B
$5.7K ﹤0.01%
42
ZBH icon
404
Zimmer Biomet
ZBH
$20.3B
$5.66K ﹤0.01%
50
QUAL icon
405
iShares MSCI USA Quality Factor ETF
QUAL
$53.8B
$5.42K ﹤0.01%
32
FEZ icon
406
SPDR Euro Stoxx 50 ETF
FEZ
$4.75B
$5.39K ﹤0.01%
100
VEU icon
407
Vanguard FTSE All-World ex-US ETF
VEU
$51.3B
$5.09K ﹤0.01%
+84
IXC icon
408
iShares Global Energy ETF
IXC
$1.88B
$4.84K ﹤0.01%
115
-118
GM icon
409
General Motors
GM
$63.6B
$4.23K ﹤0.01%
90
-21,150
VWO icon
410
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$4.04K ﹤0.01%
90
-189
DIA icon
411
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
$3.78K ﹤0.01%
9
-8
ONTO icon
412
Onto Innovation
ONTO
$6.47B
$3.64K ﹤0.01%
30
KXI icon
413
iShares Global Consumer Staples ETF
KXI
$874M
$3.2K ﹤0.01%
50
MRNA icon
414
Moderna
MRNA
$10.3B
$1.12K ﹤0.01%
+40
PLX icon
415
Protalix BioTherapeutics
PLX
$184M
$563 ﹤0.01%
220
TFC icon
416
Truist Financial
TFC
$55.8B
$510 ﹤0.01%
4,608
+2,963
USB icon
417
US Bancorp
USB
$74.4B
$508 ﹤0.01%
4,477
+2,544
MMC icon
418
Marsh & McLennan
MMC
$92.6B
$453 ﹤0.01%
690
+84
SCHW icon
419
Charles Schwab
SCHW
$172B
$443 ﹤0.01%
2,104
+259
CB icon
420
Chubb
CB
$107B
$424 ﹤0.01%
522
+64
DUK icon
421
Duke Energy
DUK
$99B
$404 ﹤0.01%
1,231
-51
RF icon
422
Regions Financial
RF
$21.5B
$345 ﹤0.01%
5,903
+4,753
TROW icon
423
T. Rowe Price
TROW
$22.5B
$345 ﹤0.01%
1,398
+1,118
AON icon
424
Aon
AON
$74.1B
$327 ﹤0.01%
305
+37
KKR icon
425
KKR & Co
KKR
$108B
$299 ﹤0.01%
962
+116
15 16
17
18 19