YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
This Quarter Est. Return
1 Year Est. Return
+74.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.09B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$11.5M
3
+$10.5M
4
SEDG icon
SolarEdge
SEDG
+$10.3M
5
ORA icon
Ormat Technologies
ORA
+$8.2M

Top Sells

1
+$16M
2
+$9.52M
3
+$9.02M
4
WIX icon
WIX.com
WIX
+$6.54M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Sector Composition

1 Technology 30.52%
2 Industrials 24.59%
3 Utilities 17.09%
4 Materials 5.22%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHW icon
426
Charles Schwab
SCHW
$186B
$377 ﹤0.01%
1,204
-139
PFG icon
427
Principal Financial Group
PFG
$20.1B
$328 ﹤0.01%
1,187
-379
CPB icon
428
Campbell Soup
CPB
$7.91B
$302 ﹤0.01%
3,455
-1,173
ALL icon
429
Allstate
ALL
$50.3B
$271 ﹤0.01%
189
-23
AMGN icon
430
Amgen
AMGN
$188B
$249 ﹤0.01%
243
-223
FITB icon
431
Fifth Third Bancorp
FITB
$34.7B
$213 ﹤0.01%
477
-54
MRSH
432
Marsh
MRSH
$87.5B
$205 ﹤0.01%
353
-39
MTB icon
433
M&T Bank
MTB
$33.7B
$205 ﹤0.01%
111
-17
HOOD icon
434
Robinhood
HOOD
$94.8B
$201 ﹤0.01%
+567
KKR icon
435
KKR & Co
KKR
$112B
$198 ﹤0.01%
495
-8
HBAN icon
436
Huntington Bancshares
HBAN
$28.1B
$194 ﹤0.01%
1,134
-31
BK icon
437
Bank of New York Mellon
BK
$82.6B
$183 ﹤0.01%
503
-70
HIG icon
438
Hartford Financial Services
HIG
$36B
$181 ﹤0.01%
201
-24
MCO icon
439
Moody's
MCO
$94.3B
$178 ﹤0.01%
111
-13
PEG icon
440
Public Service Enterprise Group
PEG
$39.2B
$178 ﹤0.01%
+707
AON icon
441
Aon
AON
$71.6B
$171 ﹤0.01%
155
-17
AJG icon
442
Arthur J. Gallagher & Co
AJG
$63.8B
$150 ﹤0.01%
185
-19
NTRS icon
443
Northern Trust
NTRS
$28.7B
$144 ﹤0.01%
136
-18
CINF icon
444
Cincinnati Financial
CINF
$25B
$131 ﹤0.01%
112
-11
WTW icon
445
Willis Towers Watson
WTW
$30.5B
$119 ﹤0.01%
69
-9
AFL icon
446
Aflac
AFL
$56.6B
$118 ﹤0.01%
340
-50
AMP icon
447
Ameriprise Financial
AMP
$47.2B
$103 ﹤0.01%
67
-9
MSCI icon
448
MSCI
MSCI
$44.2B
$97 ﹤0.01%
54
-7
STT icon
449
State Street
STT
$35.8B
$81 ﹤0.01%
201
-29
TMUS icon
450
T-Mobile US
TMUS
$206B
$75 ﹤0.01%
118
-387
16 17
18
19 20