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
$413M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.6M
3
+$22.2M
4
ITRN icon
Ituran Location and Control
ITRN
+$22M
5
TAK icon
Takeda Pharmaceutical
TAK
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.67%
2 Healthcare 22.15%
3 Financials 10.91%
4 Communication Services 6.96%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$47.3K 0.01%
+742
252
$47.3K 0.01%
+291
253
$46.7K 0.01%
+370
254
$46K 0.01%
+318
255
$46K 0.01%
+745
256
$45.8K 0.01%
+400
257
$45.8K 0.01%
+8,000
258
$45K 0.01%
+905
259
$44.8K 0.01%
+2,300
260
$43.1K 0.01%
+248
261
$42.8K 0.01%
+1,070
262
$41.4K 0.01%
+895
263
$40.6K 0.01%
+9,300
264
$39.5K 0.01%
+370
265
$39.3K 0.01%
+4,859
266
$39.2K 0.01%
+5,486
267
$38.9K 0.01%
+1,001
268
$37.5K 0.01%
+1,000
269
$36K 0.01%
+181
270
$35.5K 0.01%
+2,228
271
$34.4K 0.01%
+1,352
272
$34.3K 0.01%
+325
273
$33.4K 0.01%
+25,070
274
$33.3K 0.01%
+950
275
$33K 0.01%
+892
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