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
$434M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.15M
3
+$1.95M
4
JPM icon
JPMorgan Chase
JPM
+$1.65M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.62M

Top Sells

1
+$40.9M
2
+$3.97M
3
+$3.6M
4
PFE icon
Pfizer
PFE
+$2.63M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.97M

Sector Composition

1 Technology 29.99%
2 Healthcare 26.56%
3 Financials 11.29%
4 Communication Services 6.58%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$232K 0.05%
11,309
+1,088
127
$232K 0.05%
4,000
128
$230K 0.05%
7,500
+800
129
$221K 0.05%
7,500
130
$213K 0.05%
1,619
+23
131
$212K 0.05%
6,580
-2,070
132
$209K 0.05%
3,500
133
$208K 0.05%
3,612
-8
134
$207K 0.05%
602
-83
135
$196K 0.05%
1,480
-1,340
136
$194K 0.04%
5,724
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137
$185K 0.04%
4,900
138
$178K 0.04%
342
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139
$163K 0.04%
7,400
140
$163K 0.04%
973
-94
141
$161K 0.04%
3,700
142
$159K 0.04%
53,020
143
$157K 0.04%
+1,005
144
$156K 0.04%
2,480
-85
145
$156K 0.04%
1,657
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146
$154K 0.04%
496
-35
147
$151K 0.03%
1,600
148
$146K 0.03%
180
149
$144K 0.03%
2,086
150
$144K 0.03%
1,700
+1,300
4 5
6
7 8