YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+6.88%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$434M
AUM Growth
-$10.2M
(-2.3%)
Cap. Flow
-$41.1M
Cap. Flow
% of AUM
-9.49%
Top 10 Holdings %
Top 10 Hldgs %
50.21%
Holding
359
New
6
Increased
78
Reduced
126
Closed
32
Top Buys
| 1 |
Invesco Leisure and Entertainment ETF
PEJ
|
$7.35M |
| 2 |
Ulta Beauty
ULTA
|
$2.5M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.27M |
| 4 |
Bank of America
BAC
|
$1.96M |
| 5 |
Uber
UBER
|
$1.84M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$40.9M |
| 2 |
Microsoft
MSFT
|
$4.31M |
| 3 |
Meta Platforms (Facebook)
META
|
$4.19M |
| 4 |
Pfizer
PFE
|
$2.48M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$2.03M |
Sector Composition
| 1 | Technology | 30% |
| 2 | Healthcare | 26.56% |
| 3 | Financials | 11.27% |
| 4 | Communication Services | 6.58% |
| 5 | Consumer Discretionary | 4.63% |
