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
$413M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.6M
3
+$22.2M
4
ITRN icon
Ituran Location and Control
ITRN
+$22M
5
TAK icon
Takeda Pharmaceutical
TAK
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.67%
2 Healthcare 22.15%
3 Financials 10.91%
4 Communication Services 6.96%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$74.7K 0.02%
+1,200
227
$74.6K 0.02%
+6,645
228
$73.6K 0.02%
+2,003
229
$73.2K 0.02%
+1,200
230
$69.8K 0.02%
+606
231
$69.7K 0.02%
+7,209
232
$68.4K 0.02%
+1,220
233
$67.9K 0.02%
+5,126
234
$67.9K 0.02%
+620
235
$67.4K 0.02%
+11,188
236
$66K 0.02%
+1,295
237
$66K 0.02%
+2,000
238
$65.7K 0.02%
+500
239
$64.8K 0.02%
+5,300
240
$64.3K 0.02%
+2,700
241
$63.5K 0.02%
+21,989
242
$61.4K 0.01%
+1,875
243
$58.7K 0.01%
+6,765
244
$56.4K 0.01%
+400
245
$56K 0.01%
+314
246
$54.2K 0.01%
+3,183
247
$53.8K 0.01%
+5,614
248
$53.2K 0.01%
+923
249
$51.1K 0.01%
+720
250
$49.7K 0.01%
+2,612
8 9
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