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
$434M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$2.5M
3
+$2.27M
4
BAC icon
Bank of America
BAC
+$1.96M
5
UBER icon
Uber
UBER
+$1.84M

Top Sells

1
+$40.9M
2
+$4.31M
3
+$4.19M
4
PFE icon
Pfizer
PFE
+$2.48M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.03M

Sector Composition

1 Technology 30%
2 Healthcare 26.56%
3 Financials 11.27%
4 Communication Services 6.58%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45.7K 0.01%
318
227
$44.9K 0.01%
+574
228
$44.8K 0.01%
288
229
$44.7K 0.01%
2,377
-118
230
$42.8K 0.01%
537
+87
231
$41.6K 0.01%
4,402
-416
232
$40.5K 0.01%
180
-350
233
$39.8K 0.01%
370
234
$39.3K 0.01%
600
235
$38K 0.01%
1,200
236
$37.4K 0.01%
892
237
$35.2K 0.01%
7,221
-747
238
$34.7K 0.01%
200
239
$33.5K 0.01%
1,447
-196
240
$33.4K 0.01%
306
241
$32.9K 0.01%
655
242
$32.4K 0.01%
380
243
$32K 0.01%
869
-81
244
$31.7K 0.01%
600
245
$31.6K 0.01%
201
-53
246
$31.6K 0.01%
3,415
-1,650
247
$31.5K 0.01%
1,000
248
$31.4K 0.01%
600
249
$31.1K 0.01%
1,270
250
$30.1K 0.01%
307
8 9
10
11 12