YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.2%
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
+$30.1M
2
+$27.4M
3
+$18.3M
4
ODD icon
ODDITY Tech
ODD
+$15.3M
5
SMWB icon
Similarweb
SMWB
+$9.89M

Top Sells

1
+$8.26M
2
+$6.81M
3
+$2.26M
4
AAPL icon
Apple
AAPL
+$2M
5
SNY icon
Sanofi
SNY
+$1.79M

Sector Composition

1 Technology 42.12%
2 Healthcare 19.11%
3 Financials 9.2%
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
-280
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%
+365
240
$47.9K 0.01%
1,168
241
$47.8K 0.01%
730
242
$46K 0.01%
180
243
$45.3K 0.01%
+500
244
$44.8K 0.01%
5,486
245
$44.7K 0.01%
+10,438
246
$44.1K 0.01%
1,100
-200
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
-965
8 9
10
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