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
$520M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$23.1M
3
+$12.4M
4
ODD icon
ODDITY Tech
ODD
+$10.2M
5
SMWB icon
Similarweb
SMWB
+$8.96M

Top Sells

1
+$7.93M
2
+$5.28M
3
+$2.23M
4
AAPL icon
Apple
AAPL
+$1.87M
5
SNY icon
Sanofi
SNY
+$1.8M

Sector Composition

1 Technology 44.09%
2 Healthcare 19.11%
3 Financials 9.19%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$60.9K 0.01%
900
-409
227
$57.7K 0.01%
630
228
$56.9K 0.01%
500
229
$56.4K 0.01%
+600
230
$56.1K 0.01%
400
231
$55.2K 0.01%
370
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232
$54.8K 0.01%
85
233
$53.9K 0.01%
710
234
$52.9K 0.01%
+2,400
235
$50.2K 0.01%
4,000
-800
236
$49.8K 0.01%
853
-258
237
$49.4K 0.01%
3,892
-1,110
238
$48.9K 0.01%
1,883
-494
239
$48.6K 0.01%
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240
$47.9K 0.01%
1,168
241
$47.8K 0.01%
730
242
$46K 0.01%
180
243
$45.3K 0.01%
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244
$44.8K 0.01%
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245
$44.7K 0.01%
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246
$44.1K 0.01%
1,100
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247
$42.8K 0.01%
288
248
$42.7K 0.01%
516
-147
249
$41.7K 0.01%
1,001
250
$40.8K 0.01%
787
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8 9
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