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
ABBV icon
176
AbbVie
ABBV
$375B
$295K 0.03%
1,408
+39
+3% +$8.17K
PGR icon
177
Progressive
PGR
$143B
$286K 0.03%
1,010
+294
+41% +$83.2K
VCSH icon
178
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
$285K 0.02%
3,611
+1,906
+112% +$150K
INTU icon
179
Intuit
INTU
$188B
$276K 0.02%
450
FIS icon
180
Fidelity National Information Services
FIS
$35.9B
$273K 0.02%
3,661
+95
+3% +$7.1K
C icon
181
Citigroup
C
$176B
$272K 0.02%
3,831
+325
+9% +$23.1K
FLOT icon
182
iShares Floating Rate Bond ETF
FLOT
$9.12B
$269K 0.02%
23,260
+2,110
+10% +$24.4K
DFND icon
183
Siren DIVCON Dividend Defender ETF
DFND
$9.83M
$268K 0.02%
+40,000
New +$268K
KO icon
184
Coca-Cola
KO
$292B
$268K 0.02%
3,754
+1,040
+38% +$74.1K
MS icon
185
Morgan Stanley
MS
$236B
$250K 0.02%
2,147
+213
+11% +$24.8K
AIRR icon
186
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.11B
$246K 0.02%
3,600
PM icon
187
Philip Morris
PM
$251B
$243K 0.02%
1,529
+289
+23% +$45.9K
CXSE icon
188
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$507M
$238K 0.02%
7,000
BB icon
189
BlackBerry
BB
$2.31B
$234K 0.02%
49,307
-17,902
-27% -$85K
SPGI icon
190
S&P Global
SPGI
$164B
$227K 0.02%
447
+55
+14% +$27.9K
SPHD icon
191
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.17B
$227K 0.02%
4,520
+4,070
+904% +$204K
UMMA icon
192
Wahed Dow Jones Islamic World ETF
UMMA
$154M
$225K 0.02%
9,450
TGB
193
Taseko Mines
TGB
$1.05B
$224K 0.02%
100,000
MO icon
194
Altria Group
MO
$112B
$217K 0.02%
3,617
-124
-3% -$7.44K
CCI icon
195
Crown Castle
CCI
$41.9B
$216K 0.02%
2,070
+444
+27% +$46.3K
XLI icon
196
Industrial Select Sector SPDR Fund
XLI
$23.1B
$206K 0.02%
1,571
+244
+18% +$31.9K
VZ icon
197
Verizon
VZ
$187B
$205K 0.02%
4,520
+161
+4% +$7.3K
XLC icon
198
The Communication Services Select Sector SPDR Fund
XLC
$25.8B
$205K 0.02%
2,130
-300
-12% -$28.8K
BX icon
199
Blackstone
BX
$133B
$203K 0.02%
2,467
+124
+5% +$10.2K
LHX icon
200
L3Harris
LHX
$51B
$200K 0.02%
956
+200
+26% +$41.9K