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
ROP icon
451
Roper Technologies
ROP
$37.4B
$44 ﹤0.01%
+29
ABNB icon
452
Airbnb
ABNB
$80.4B
$43 ﹤0.01%
+115
WDAY icon
453
Workday
WDAY
$39B
$43 ﹤0.01%
58
-8,895
L icon
454
Loews
L
$22.6B
$42 ﹤0.01%
138
-28
PCAR icon
455
PACCAR
PCAR
$63.3B
$42 ﹤0.01%
+140
BKR icon
456
Baker Hughes
BKR
$59.4B
$40 ﹤0.01%
+264
IDXX icon
457
Idexx Laboratories
IDXX
$48.4B
$40 ﹤0.01%
+21
ROST icon
458
Ross Stores
ROST
$68.5B
$40 ﹤0.01%
+87
TTWO icon
459
Take-Two Interactive
TTWO
$39.7B
$39 ﹤0.01%
+49
WBD icon
460
Warner Bros
WBD
$68.8B
$38 ﹤0.01%
+662
XEL icon
461
Xcel Energy
XEL
$51.5B
$38 ﹤0.01%
+158
PAYX icon
462
Paychex
PAYX
$36.2B
$37 ﹤0.01%
+96
EG icon
463
Everest Group
EG
$13.5B
$36 ﹤0.01%
34
-7
AZN icon
464
AstraZeneca
AZN
$302B
$35 ﹤0.01%
+157
CPRT icon
465
Copart
CPRT
$36.2B
$35 ﹤0.01%
+259
CSGP icon
466
CoStar Group
CSGP
$20.3B
$29 ﹤0.01%
+113
PLD icon
467
Prologis
PLD
$126B
$29 ﹤0.01%
84
+25
GL icon
468
Globe Life
GL
$11.2B
$28 ﹤0.01%
65
-10
KDP icon
469
Keurig Dr Pepper
KDP
$38.3B
$28 ﹤0.01%
+363
MCHP icon
470
Microchip Technology
MCHP
$35.2B
$28 ﹤0.01%
+144
VRSK icon
471
Verisk Analytics
VRSK
$29.6B
$28 ﹤0.01%
+37
GEHC icon
472
GE HealthCare
GEHC
$34.5B
$27 ﹤0.01%
+122
AIZ icon
473
Assurant
AIZ
$11.1B
$26 ﹤0.01%
39
-8
FDS icon
474
Factset
FDS
$8.38B
$26 ﹤0.01%
30
-5
LILAK icon
475
Liberty Latin America Class C
LILAK
$1.58B
$25 ﹤0.01%
3
-3