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
$444M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$28.3M
3
+$7.06M
4
META icon
Meta Platforms (Facebook)
META
+$5.11M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$4.75M

Top Sells

1
+$22M
2
+$9.55M
3
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.7M

Sector Composition

1 Healthcare 28%
2 Technology 25.55%
3 Financials 10.21%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$30.8K 0.01%
900
252
$30.5K 0.01%
+600
253
$29.9K 0.01%
600
+270
254
$29.5K 0.01%
12
+4
255
$28.6K 0.01%
307
256
$28.5K 0.01%
1,225
+325
257
$28.2K 0.01%
600
+300
258
$27.1K 0.01%
1,086
259
$27.1K 0.01%
+120
260
$25.3K 0.01%
1,205
-488
261
$24.7K 0.01%
1,365
262
$24.5K 0.01%
1,000
-5,500
263
$24K 0.01%
500
-2,391
264
$23.6K 0.01%
75
-15
265
$23.4K 0.01%
240
266
$22.8K 0.01%
100
+50
267
$22.5K 0.01%
728
-290
268
$22.5K 0.01%
312
269
$21.4K ﹤0.01%
120
-128
270
$21K ﹤0.01%
+780
271
$20.9K ﹤0.01%
+136
272
$20.9K ﹤0.01%
+151
273
$20.2K ﹤0.01%
602
+240
274
$20.1K ﹤0.01%
+645
275
$19.8K ﹤0.01%
+188
9 10
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