YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Est. Return 49.07%
This Quarter Est. Return
1 Year Est. Return
+49.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.9M
3
+$8.84M
4
ICL icon
ICL Group
ICL
+$6.86M
5
GLBE icon
Global E Online
GLBE
+$4.85M

Top Sells

1
+$22.9M
2
+$9.09M
3
+$4.79M
4
SPNS icon
Sapiens International
SPNS
+$4.34M
5
TATT icon
TAT Technologies
TATT
+$4.06M

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 Change
in Stake 		Capital Flow
ABBV icon
176
AbbVie
ABBV
$404B
$295K 0.03%
1,408
+39
PGR icon
177
Progressive
PGR
$131B
$286K 0.03%
1,010
+294
VCSH icon
178
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$285K 0.02%
3,611
+1,906
INTU icon
179
Intuit
INTU
$187B
$276K 0.02%
450
FIS icon
180
Fidelity National Information Services
FIS
$35.5B
$273K 0.02%
3,661
+95
C icon
181
Citigroup
C
$172B
$272K 0.02%
3,831
+325
FLOT icon
182
iShares Floating Rate Bond ETF
FLOT
$8.99B
$269K 0.02%
23,260
+2,110
DFND icon
183
Siren DIVCON Dividend Defender ETF
DFND
$9.9M
$268K 0.02%
+40,000
KO icon
184
Coca-Cola
KO
$305B
$268K 0.02%
3,754
+1,040
MS icon
185
Morgan Stanley
MS
$252B
$250K 0.02%
2,147
+213
AIRR icon
186
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.45B
$246K 0.02%
3,600
PM icon
187
Philip Morris
PM
$244B
$243K 0.02%
1,529
+289
CXSE icon
188
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$513M
$238K 0.02%
7,000
BB icon
189
BlackBerry
BB
$2.66B
$234K 0.02%
49,307
-17,902
SPGI icon
190
S&P Global
SPGI
$146B
$227K 0.02%
447
+55
SPHD icon
191
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.15B
$227K 0.02%
4,520
+4,070
UMMA icon
192
Wahed Dow Jones Islamic World ETF
UMMA
$165M
$225K 0.02%
9,450
TGB
193
Taseko Mines
TGB
$1.23B
$224K 0.02%
100,000
MO icon
194
Altria Group
MO
$108B
$217K 0.02%
3,617
-124
CCI icon
195
Crown Castle
CCI
$42.5B
$216K 0.02%
2,070
+444
XLI icon
196
Industrial Select Sector SPDR Fund
XLI
$23.6B
$206K 0.02%
1,571
+244
VZ icon
197
Verizon
VZ
$168B
$205K 0.02%
4,520
+161
XLC icon
198
The Communication Services Select Sector SPDR Fund
XLC
$27.7B
$205K 0.02%
2,130
-300
BX icon
199
Blackstone
BX
$126B
$203K 0.02%
2,467
+124
LHX icon
200
L3Harris
LHX
$54.1B
$200K 0.02%
956
+200
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