YDMI
Y.D. More Investments Portfolio holdings
AUM $1.14B
This Quarter Return
+5.41%
1 Year Return
+27.88%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.14B
AUM Growth
+$31.8M (+3%)
Cap. Flow
+$23.4M
Cap. Flow % of AUM
2.04%
Top 10 Holdings %Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30
Top Buys
| 1 | $18.7M | |
| 2 | $11.9M | |
| 3 | $8.84M | |
| 4 | $6.86M | |
| 5 | $4.85M |
Top Sells
| 1 | $22.9M | |
| 2 | $9.09M | |
| 3 | $4.79M | |
| 4 | $4.34M | |
| 5 | $4.06M |
Sector Composition
| 1 | Technology | 33.14% |
| 2 | Industrials | 19.15% |
| 3 | Utilities | 9.14% |
| 4 | Materials | 8.81% |
| 5 | Communication Services | 4.19% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $118K | 0.01% | 4,939 -1,574 | -24% | -$37.7K | |||
| $118K | 0.01% | 1,311 -138 | -10% | -$12.4K | |||
| $117K | 0.01% | 2,893 +79 | +3% | +$3.19K | |||
| $116K | 0.01% | 500 | – | – | |||
| $115K | 0.01% | +1,000 | New | +$115K | |||
| $114K | 0.01% | 1,012 | – | – | |||
| $112K | 0.01% | +753 | New | +$112K | |||
| $110K | 0.01% | 2,335 | – | – | |||
| $108K | 0.01% | 1,754 +63 | +4% | +$3.89K | |||
| $108K | 0.01% | +876 | New | +$108K | |||
| $108K | 0.01% | 1,845 | – | – | |||
| $107K | 0.01% | 1,792 -912 | -34% | -$54.5K | |||
| $106K | 0.01% | 3,706 -3,505 | -49% | -$100K | |||
| $106K | 0.01% | 1,791 +313 | +21% | +$18.4K | |||
| $103K | 0.01% | 7,275 +580 | +9% | +$8.24K | |||
| $101K | 0.01% | 1,131 -454 | -29% | -$40.7K | |||
| $100K | 0.01% | 1,008 -526 | -34% | -$52.2K | |||
| $99.5K | 0.01% | 400 -553 | -58% | -$138K | |||
| $99.1K | 0.01% | 435 -42 | -9% | -$9.57K | |||
| $98.5K | 0.01% | 1,648 +130 | +9% | +$7.77K | |||
| $98.3K | 0.01% | 559 +68 | +14% | +$12K | |||
| $96.8K | 0.01% | 540 +66 | +14% | +$11.8K | |||
| $93.6K | 0.01% | 1,517 -1,858 | -55% | -$115K | |||
| $92.6K | 0.01% | 3,080 | – | – | |||
| $92K | 0.01% | 1,044 +136 | +15% | +$12K |
