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
HIG icon
426
Hartford Financial Services
HIG
$36.1B
$91 ﹤0.01%
225
-44
WTW icon
427
Willis Towers Watson
WTW
$30.7B
$82 ﹤0.01%
78
-15
STT icon
428
State Street
STT
$34.5B
$81 ﹤0.01%
230
-41
CDNS icon
429
Cadence Design Systems
CDNS
$91.9B
$77 ﹤0.01%
+73
MTB icon
430
M&T Bank
MTB
$30B
$77 ﹤0.01%
128
-24
RJF icon
431
Raymond James Financial
RJF
$32.1B
$75 ﹤0.01%
144
-27
ORLY icon
432
O'Reilly Automotive
ORLY
$83.5B
$74 ﹤0.01%
+227
FITB icon
433
Fifth Third Bancorp
FITB
$30B
$72 ﹤0.01%
531
-82
ECL icon
434
Ecolab
ECL
$73.6B
$71 ﹤0.01%
26
+8
PDD icon
435
Pinduoduo
PDD
$167B
$71 ﹤0.01%
+179
SNPS icon
436
Synopsys
SNPS
$89B
$71 ﹤0.01%
+49
BRO icon
437
Brown & Brown
BRO
$26.8B
$63 ﹤0.01%
222
+6
NTRS icon
438
Northern Trust
NTRS
$25.2B
$63 ﹤0.01%
154
-31
CBOE icon
439
Cboe Global Markets
CBOE
$26.4B
$62 ﹤0.01%
84
-9
HBAN icon
440
Huntington Bancshares
HBAN
$26.6B
$61 ﹤0.01%
1,165
-186
RTX icon
441
RTX Corp
RTX
$229B
$60 ﹤0.01%
121
-115
CINF icon
442
Cincinnati Financial
CINF
$25.3B
$59 ﹤0.01%
123
-19
MAR icon
443
Marriott International
MAR
$78.5B
$59 ﹤0.01%
+73
SO icon
444
Southern Company
SO
$95B
$57 ﹤0.01%
199
+58
CFG icon
445
Citizens Financial Group
CFG
$23.8B
$55 ﹤0.01%
340
-65
WRB icon
446
W.R. Berkley
WRB
$25.4B
$55 ﹤0.01%
236
-41
CSX icon
447
CSX Corp
CSX
$67.6B
$54 ﹤0.01%
+498
MNST icon
448
Monster Beverage
MNST
$72B
$53 ﹤0.01%
+261
REGN icon
449
Regeneron Pharmaceuticals
REGN
$75.5B
$47 ﹤0.01%
+28
FAST icon
450
Fastenal
FAST
$47.6B
$45 ﹤0.01%
+307