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
$1.77B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$58.3M
2
+$49.9M
3
+$12M
4
CAMT icon
Camtek
CAMT
+$7.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.5M

Top Sells

1
+$16.6M
2
+$5.13M
3
+$2.6M
4
CLBT icon
Cellebrite
CLBT
+$2.42M
5
TATT icon
TAT Technologies
TATT
+$2.3M

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
$214B
$193K 0.01%
4,383
-1,271
ADBE icon
202
Adobe
ADBE
$112B
$191K 0.01%
542
-439
RPD icon
203
Rapid7
RPD
$425M
$187K 0.01%
9,625
+939
UPS icon
204
United Parcel Service
UPS
$86.1B
$184K 0.01%
2,200
+618
CSCO icon
205
Cisco
CSCO
$310B
$182K 0.01%
2,676
+9
SPG icon
206
Simon Property Group
SPG
$62.9B
$180K 0.01%
959
+74
PRU icon
207
Prudential Financial
PRU
$33.2B
$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
$28.5B
$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
$61B
$173K 0.01%
2,842
-767
SEDG icon
212
SolarEdge
SEDG
$2.25B
$172K 0.01%
4,655
+3,555
VST icon
213
Vistra
VST
$56.8B
$168K 0.01%
916
+61
NICE icon
214
Nice
NICE
$7.5B
$166K 0.01%
1,144
NOBL icon
215
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$165K 0.01%
1,600
SPGI icon
216
S&P Global
SPGI
$130B
$162K 0.01%
332
+42
HST icon
217
Host Hotels & Resorts
HST
$13.3B
$161K 0.01%
9,464
+386
XLY icon
218
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$158K 0.01%
1,322
-700
WM icon
219
Waste Management
WM
$95.9B
$155K 0.01%
700
+130
VICI icon
220
VICI Properties
VICI
$31.6B
$153K 0.01%
4,682
-1,897
WMS icon
221
Advanced Drainage Systems
WMS
$11.7B
$153K 0.01%
1,100
+500
RSP icon
222
Invesco S&P 500 Equal Weight ETF
RSP
$87.5B
$152K 0.01%
805
-470
FIS icon
223
Fidelity National Information Services
FIS
$25.7B
$152K 0.01%
2,300
-737
HCA icon
224
HCA Healthcare
HCA
$120B
$149K 0.01%
350
CCI icon
225
Crown Castle
CCI
$38.6B
$148K 0.01%
1,532
-1,061
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9
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