YDMI

Y.D. More Investments Portfolio holdings

AUM $1.14B
This Quarter Return
+5.41%
1 Year Return
+27.88%
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

Top Buys

1
$18.7M
2
$11.9M
3
$8.84M
4
$6.86M
5
$4.85M

Top Sells

1
$22.9M
2
$9.09M
3
$4.79M
4
$4.34M
5
$4.06M

Sector Composition

1Technology33.14%
2Industrials19.15%
3Utilities9.14%
4Materials8.81%
5Communication Services4.19%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$147K0.01% 2,362
+286
+14%
+$17.8K
$146K0.01% 4,806
+814
+20%
+$24.8K
$145K0.01% 1,321
+62
+5%
+$6.82K
$144K0.01% 322
+286
+794%
+$128K
$143K0.01% 936
+85
+10%
+$13K
$141K0.01% 14,505
+1,039
+8%
+$10.1K
$140K0.01% 530––
$140K0.01% 5,258
+847
+19%
+$22.6K
$140K0.01% 812
+99
+14%
+$17.1K
$140K0.01% 2,493
-309
-11%
-$17.3K
$139K0.01% 805
+640
+388%
+$110K
$137K0.01%
+1,253
 New
+$137K
$134K0.01% 504
+61
+14%
+$16.2K
$130K0.01% 661
-1,020
-61%
-$200K
$128K0.01% 3,951
+700
+22%
+$22.7K
$128K0.01% 1,224
+224
+22%
+$23.4K
$127K0.01% 767
-137
-15%
-$22.8K
$126K0.01% 887
+782
+745%
+$111K
$126K0.01% 2,731
-388
-12%
-$17.9K
$124K0.01% 4,579
+579
+14%
+$15.7K
$123K0.01% 584
-274
-32%
-$57.9K
$123K0.01% 1,294
-167
-11%
-$15.9K
$122K0.01% 1,771
-503
-22%
-$34.7K
$121K0.01% 350––
$120K0.01% 1,017
+129
+15%
+$15.3K
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