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
$434M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$2.5M
3
+$2.27M
4
BAC icon
Bank of America
BAC
+$1.96M
5
UBER icon
Uber
UBER
+$1.84M

Top Sells

1
+$40.9M
2
+$4.31M
3
+$4.19M
4
PFE icon
Pfizer
PFE
+$2.48M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.03M

Sector Composition

1 Technology 30%
2 Healthcare 26.56%
3 Financials 11.27%
4 Communication Services 6.58%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$29.9K 0.01%
12
252
$28.5K 0.01%
1,000
253
$27.4K 0.01%
1,086
254
$26.5K 0.01%
600
255
$26.2K 0.01%
780
256
$24.7K 0.01%
165
-100
257
$23.1K 0.01%
4,804
-315
258
$22.2K 0.01%
4,023
-1,591
259
$22.1K 0.01%
136
260
$21.7K 0.01%
900
-325
261
$21.5K 0.01%
100
262
$21.5K ﹤0.01%
151
263
$21K ﹤0.01%
669
-60
264
$19.8K ﹤0.01%
80
-70
265
$19.6K ﹤0.01%
301
266
$19.6K ﹤0.01%
1,365
267
$18.7K ﹤0.01%
165
-171
268
$17.4K ﹤0.01%
1,648
-158
269
$17.2K ﹤0.01%
415
+120
270
$16.7K ﹤0.01%
500
271
$16K ﹤0.01%
316
272
$15.5K ﹤0.01%
145
273
$15.1K ﹤0.01%
807
-47
274
$14.6K ﹤0.01%
175
-3,627
275
$14.4K ﹤0.01%
87,500
9 10
11
12 13