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
$1.77B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1 +$58.3M
2 +$49.9M
3 +$12M
4
CAMT icon
Camtek
CAMT
+$7.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.5M

Top Sells

1 +$16.6M
2 +$5.13M
3 +$2.6M
4
CLBT icon
Cellebrite
CLBT
+$2.42M
5
TATT icon
TAT Technologies
TATT
+$2.3M

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
$23.3B
$445 ﹤0.01%
5,574
-1,010
CPB icon
402
Campbell Soup
CPB
$7.54B
$442 ﹤0.01%
+4,628
ISRG icon
403
Intuitive Surgical
ISRG
$175B
$422 ﹤0.01%
+96
AMGN icon
404
Amgen
AMGN
$203B
$398 ﹤0.01%
466
+65
PFG icon
405
Principal Financial Group
PFG
$19.6B
$393 ﹤0.01%
1,566
+1,370
SCHW icon
406
Charles Schwab
SCHW
$165B
$388 ﹤0.01%
1,343
-23
DUK icon
407
Duke Energy
DUK
$102B
$381 ﹤0.01%
1,019
-245
TMUS icon
408
T-Mobile US
TMUS
$240B
$363 ﹤0.01%
505
+359
PLTR icon
409
Palantir
PLTR
$374B
$329 ﹤0.01%
+608
CB icon
410
Chubb
CB
$127B
$254 ﹤0.01%
298
-41
MRSH
411
Marsh
MRSH
$88.6B
$239 ﹤0.01%
392
-56
KKR icon
412
KKR & Co
KKR
$81.1B
$198 ﹤0.01%
503
-122
AJG icon
413
Arthur J. Gallagher & Co
AJG
$56B
$191 ﹤0.01%
204
BK icon
414
Bank of New York Mellon
BK
$79.2B
$189 ﹤0.01%
573
-96
AON icon
415
Aon
AON
$73B
$186 ﹤0.01%
172
-26
MCO icon
416
Moody's
MCO
$83.7B
$179 ﹤0.01%
124
-18
APP icon
417
Applovin
APP
$174B
$177 ﹤0.01%
+82
INTU icon
418
Intuit
INTU
$131B
$158 ﹤0.01%
+75
ALL icon
419
Allstate
ALL
$55.1B
$138 ﹤0.01%
212
-31
TXN icon
420
Texas Instruments
TXN
$178B
$135 ﹤0.01%
+243
AFL icon
421
Aflac
AFL
$56.9B
$132 ﹤0.01%
390
-66
ZIMV
422
DELISTED
ZimVie
ZIMV
$114 ﹤0.01%
6
AMP icon
423
Ameriprise Financial
AMP
$42.4B
$113 ﹤0.01%
76
-13
MSCI icon
424
MSCI
MSCI
$41.5B
$105 ﹤0.01%
61
-11
ADI icon
425
Analog Devices
ADI
$154B
$98 ﹤0.01%
+132