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
$444M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$26.8M
3
+$7.3M
4
META icon
Meta Platforms (Facebook)
META
+$6.36M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.21M

Top Sells

1
+$22M
2
+$9.55M
3
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.14M

Sector Composition

1 Healthcare 28%
2 Technology 25.56%
3 Financials 10.2%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$39.4K 0.01%
+336
227
$38.3K 0.01%
265
+100
228
$37.9K 0.01%
590
-11,560
229
$36.4K 0.01%
7,968
-3,220
230
$36.4K 0.01%
23,314
-1,756
231
$36.2K 0.01%
200
+100
232
$35.6K 0.01%
1,200
233
$35K 0.01%
380
+300
234
$35K 0.01%
180
235
$35K 0.01%
1,000
236
$34.6K 0.01%
1,000
237
$34.3K 0.01%
150
+120
238
$33.9K 0.01%
600
239
$33.3K 0.01%
380
+193
240
$33.2K 0.01%
450
241
$33.2K 0.01%
14,000
-541
242
$33.1K 0.01%
655
-250
243
$32.4K 0.01%
637
-258
244
$31.9K 0.01%
111
245
$31.7K 0.01%
1,270
-2,900
246
$31.6K 0.01%
415
247
$31.3K 0.01%
400
+330
248
$31.1K 0.01%
95
+46
249
$31K 0.01%
979
-1,021
250
$31K 0.01%
306
+106
8 9
10
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