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
$564M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$6.19M
3
+$5.32M
4
PANW icon
Palo Alto Networks
PANW
+$4.12M
5
ESTC icon
Elastic
ESTC
+$3.06M

Top Sells

1
+$22M
2
+$17.8M
3
+$11.6M
4
INMD icon
InMode
INMD
+$4.19M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

1 Technology 46.91%
2 Financials 9.54%
3 Communication Services 7.57%
4 Consumer Discretionary 5.6%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$41.8K 0.01%
1,200
252
$40.5K 0.01%
450
253
$39.7K 0.01%
370
254
$39.4K 0.01%
600
-156
255
$37K 0.01%
607
256
$37K 0.01%
600
257
$36.7K 0.01%
130
258
$36K 0.01%
545
-298
259
$35.7K 0.01%
380
260
$34.9K 0.01%
2,060
261
$34.8K 0.01%
2,366
-599
262
$34.4K 0.01%
2,462
-1,280
263
$33.8K 0.01%
780
264
$33.3K 0.01%
303
-169
265
$32.1K 0.01%
415
266
$31.7K 0.01%
1,408
267
$31.6K 0.01%
1,270
268
$31.6K 0.01%
1,525
-444
269
$31.2K 0.01%
2,183
-1,289
270
$31.1K 0.01%
952
+350
271
$29.5K 0.01%
627
272
$27.9K 0.01%
165
273
$27.7K ﹤0.01%
1,086
274
$27.4K ﹤0.01%
573
275
$26.9K ﹤0.01%
307
9 10
11
12 13