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
$520M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$23.1M
3
+$12.4M
4
ODD icon
ODDITY Tech
ODD
+$10.2M
5
SMWB icon
Similarweb
SMWB
+$8.96M

Top Sells

1
+$7.93M
2
+$5.28M
3
+$2.23M
4
AAPL icon
Apple
AAPL
+$1.87M
5
SNY icon
Sanofi
SNY
+$1.8M

Sector Composition

1 Technology 44.09%
2 Healthcare 19.11%
3 Financials 9.19%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$39.7K 0.01%
1,277
-202
252
$38.4K 0.01%
370
253
$38.4K 0.01%
687
-147
254
$38.2K 0.01%
600
255
$37.8K 0.01%
273
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256
$37.8K 0.01%
260
-65
257
$37.1K 0.01%
3,254
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258
$37K 0.01%
1,000
259
$35.6K 0.01%
1,200
-100
260
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1,200
261
$34.7K 0.01%
5,513
-1,708
262
$34.1K 0.01%
450
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263
$33.9K 0.01%
201
264
$32.6K 0.01%
655
265
$31.9K 0.01%
600
266
$31.2K 0.01%
415
-600
267
$31K 0.01%
380
268
$30.6K 0.01%
600
269
$30.5K 0.01%
1,270
270
$30.4K 0.01%
4,000
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271
$30.3K 0.01%
3,425
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272
$29.8K 0.01%
200
273
$28.7K 0.01%
130
+30
274
$27.5K 0.01%
1,086
275
$26.5K 0.01%
1,128
-319
9 10
11
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