YDMI

Y.D. More Investments Portfolio holdings

AUM $1.77B
1-Year Est. Return 65.6%
This Quarter Est. Return
1 Year Est. Return
+65.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$60.9M
2
+$57.8M
3
+$13.8M
4
CAMT icon
Camtek
CAMT
+$9.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.75M

Top Sells

1
+$17.1M
2
+$5.55M
3
+$2.85M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.7M
5
TATT icon
TAT Technologies
TATT
+$2.69M

Sector Composition

1 Technology 33.22%
2 Industrials 20.69%
3 Utilities 13.53%
4 Materials 6.33%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
201
Verizon
VZ
$168B
$193K 0.01%
4,383
-1,271
ADBE icon
202
Adobe
ADBE
$144B
$191K 0.01%
542
-439
RPD icon
203
Rapid7
RPD
$1.06B
$187K 0.01%
9,625
+939
UPS icon
204
United Parcel Service
UPS
$83.7B
$184K 0.01%
2,200
+618
CSCO icon
205
Cisco
CSCO
$313B
$182K 0.01%
2,676
+9
SPG icon
206
Simon Property Group
SPG
$59B
$180K 0.01%
959
+74
PRU icon
207
Prudential Financial
PRU
$39.5B
$176K 0.01%
1,699
+78
IPG
208
DELISTED
Interpublic Group of Companies
IPG
$175K 0.01%
6,271
+584
KHC icon
209
Kraft Heinz
KHC
$28.7B
$173K 0.01%
6,650
+651
SPIB icon
210
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$173K 0.01%
5,100
+150
O icon
211
Realty Income
O
$52.5B
$173K 0.01%
2,842
-767
SEDG icon
212
SolarEdge
SEDG
$1.85B
$172K 0.01%
4,655
+3,555
VST icon
213
Vistra
VST
$54B
$168K 0.01%
916
+61
NICE icon
214
Nice
NICE
$6.58B
$166K 0.01%
1,144
NOBL icon
215
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.2B
$165K 0.01%
1,600
SPGI icon
216
S&P Global
SPGI
$148B
$162K 0.01%
332
+42
HST icon
217
Host Hotels & Resorts
HST
$12.1B
$161K 0.01%
9,464
+386
XLY icon
218
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$12.1B
$158K 0.01%
661
-350
WM icon
219
Waste Management
WM
$84B
$155K 0.01%
700
+130
VICI icon
220
VICI Properties
VICI
$29.7B
$153K 0.01%
4,682
-1,897
WMS icon
221
Advanced Drainage Systems
WMS
$11.4B
$153K 0.01%
1,100
+500
RSP icon
222
Invesco S&P 500 Equal Weight ETF
RSP
$74.7B
$152K 0.01%
805
-470
FIS icon
223
Fidelity National Information Services
FIS
$34B
$152K 0.01%
2,300
-737
HCA icon
224
HCA Healthcare
HCA
$110B
$149K 0.01%
350
CCI icon
225
Crown Castle
CCI
$39.6B
$148K 0.01%
1,532
-1,061
7 8
9
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