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
$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
ROP icon
451
Roper Technologies
ROP
$44B
$44 ﹤0.01%
+29
ABNB icon
452
Airbnb
ABNB
$82B
$43 ﹤0.01%
+115
WDAY icon
453
Workday
WDAY
$49.3B
$43 ﹤0.01%
58
-8,895
L icon
454
Loews
L
$21.1B
$42 ﹤0.01%
138
-28
PCAR icon
455
PACCAR
PCAR
$64.8B
$42 ﹤0.01%
+140
ROST icon
456
Ross Stores
ROST
$61.7B
$40 ﹤0.01%
+87
BKR icon
457
Baker Hughes
BKR
$53.1B
$40 ﹤0.01%
+264
IDXX icon
458
Idexx Laboratories
IDXX
$55.9B
$40 ﹤0.01%
+21
TTWO icon
459
Take-Two Interactive
TTWO
$44.1B
$39 ﹤0.01%
+49
XEL icon
460
Xcel Energy
XEL
$45B
$38 ﹤0.01%
+158
WBD icon
461
Warner Bros
WBD
$70.4B
$38 ﹤0.01%
+662
PAYX icon
462
Paychex
PAYX
$38.8B
$37 ﹤0.01%
+96
EG icon
463
Everest Group
EG
$13.5B
$36 ﹤0.01%
34
-7
CPRT icon
464
Copart
CPRT
$40B
$35 ﹤0.01%
+259
AZN icon
465
AstraZeneca
AZN
$284B
$35 ﹤0.01%
+157
PLD icon
466
Prologis
PLD
$119B
$29 ﹤0.01%
84
+25
CSGP icon
467
CoStar Group
CSGP
$28.2B
$29 ﹤0.01%
+113
VRSK icon
468
Verisk Analytics
VRSK
$30.4B
$28 ﹤0.01%
+37
MCHP icon
469
Microchip Technology
MCHP
$41.6B
$28 ﹤0.01%
+144
KDP icon
470
Keurig Dr Pepper
KDP
$37.4B
$28 ﹤0.01%
+363
GL icon
471
Globe Life
GL
$10.9B
$28 ﹤0.01%
65
-10
GEHC icon
472
GE HealthCare
GEHC
$37.8B
$27 ﹤0.01%
+122
FDS icon
473
Factset
FDS
$10.7B
$26 ﹤0.01%
30
-5
AIZ icon
474
Assurant
AIZ
$11.8B
$26 ﹤0.01%
39
-8
LILAK icon
475
Liberty Latin America Class C
LILAK
$1.59B
$25 ﹤0.01%
3
-3