YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Return 49.07%
This Quarter Return
+5.41%
1 Year Return
+49.07%
3 Year Return
5 Year Return
10 Year Return
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
+$23.4M
Cap. Flow %
2.04%
Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30

Sector Composition

1 Technology 33.14%
2 Industrials 19.15%
3 Utilities 9.14%
4 Materials 8.81%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FRT icon
476
Federal Realty Investment Trust
FRT
$8.86B
-1,071
Closed -$120K
GILD icon
477
Gilead Sciences
GILD
$143B
-1,602
Closed -$148K
B
478
Barrick Mining Corporation
B
$48.5B
-500
Closed -$7.75K
HRL icon
479
Hormel Foods
HRL
$14.1B
-3,097
Closed -$97.2K
K icon
480
Kellanova
K
$27.8B
-1,851
Closed -$150K
LMND icon
481
Lemonade
LMND
$3.71B
-90
Closed -$3.3K
MASI icon
482
Masimo
MASI
$8B
-120
Closed -$19.8K
MMM icon
483
3M
MMM
$82.7B
-60
Closed -$7.69K
OMC icon
484
Omnicom Group
OMC
$15.4B
-923
Closed -$79.4K
OTLY
485
Oatly Group
OTLY
$524M
-25
Closed -$331
PLTK icon
486
Playtika
PLTK
$1.4B
-1,000
Closed -$6.94K
PSI icon
487
Invesco Semiconductors ETF
PSI
$740M
-9,879
Closed -$572K
RRX icon
488
Regal Rexnord
RRX
$9.66B
-2,000
Closed -$310K
SOFI icon
489
SoFi Technologies
SOFI
$30.7B
-67,039
Closed -$1.03M
SRE icon
490
Sempra
SRE
$52.9B
-228
Closed -$55
UL icon
491
Unilever
UL
$158B
-270
Closed -$15.3K
VTRS icon
492
Viatris
VTRS
$12.2B
-10,425
Closed -$130K
WEC icon
493
WEC Energy
WEC
$34.7B
-1,314
Closed -$124K
XBI icon
494
SPDR S&P Biotech ETF
XBI
$5.39B
-7,565
Closed -$681K
SCWX
495
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
-20,465
Closed -$173K