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
$564M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.52M
3
+$5.23M
4
PANW icon
Palo Alto Networks
PANW
+$3.71M
5
WIX icon
WIX.com
WIX
+$2.78M

Top Sells

1
+$22M
2
+$17M
3
+$12.7M
4
INMD icon
InMode
INMD
+$4.05M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

1 Technology 51.23%
2 Financials 9.52%
3 Communication Services 7.5%
4 Consumer Discretionary 5.6%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$65.4K 0.01%
440
-65
227
$61.6K 0.01%
970
-160
228
$59.5K 0.01%
730
229
$58.4K 0.01%
359
230
$58.4K 0.01%
5,486
231
$56K 0.01%
2,590
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232
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445
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233
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65
234
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235
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236
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237
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238
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180
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246
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810
249
$42.7K 0.01%
10,438
250
$41.9K 0.01%
2,523
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