YDMI
Y.D. More Investments Portfolio holdings
AUM $1.14B
This Quarter Return
+5.41%
1 Year Return
+27.88%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.14B
AUM Growth
+$31.8M (+3%)
Cap. Flow
+$23.4M
Cap. Flow % of AUM
2.04%
Top 10 Holdings %Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30
Top Buys
| 1 | $18.7M | |
| 2 | $11.9M | |
| 3 | $8.84M | |
| 4 | $6.86M | |
| 5 | $4.85M |
Top Sells
| 1 | $22.9M | |
| 2 | $9.09M | |
| 3 | $4.79M | |
| 4 | $4.34M | |
| 5 | $4.06M |
Sector Composition
| 1 | Technology | 33.14% |
| 2 | Industrials | 19.15% |
| 3 | Utilities | 9.14% |
| 4 | Materials | 8.81% |
| 5 | Communication Services | 4.19% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $86.8K | 0.01% | 630 | – | – | |||
| $84.8K | 0.01% | 619 +78 | +14% | +$10.7K | |||
| $84.4K | 0.01% | 319 +39 | +14% | +$10.3K | |||
| $83.4K | 0.01% | 414 +25 | +6% | +$5.04K | |||
| $81K | 0.01% | +690 | New | +$81K | |||
| $79.7K | 0.01% | 516 +184 | +55% | +$28.4K | |||
| $78.7K | 0.01% | 1,490 | – | – | |||
| $78.4K | 0.01% | 815 +348 | +75% | +$33.5K | |||
| $77.6K | 0.01% | 892 +107 | +14% | +$9.3K | |||
| $76.5K | 0.01% | 448 +43 | +11% | +$7.34K | |||
| $75K | 0.01% | 75,000 | – | – | |||
| $74.3K | 0.01% | 300 | – | – | |||
| $71.5K | 0.01% | 388 | – | – | |||
| $67.4K | 0.01% | 238 | – | – | |||
| $65.7K | 0.01% | 818 +100 | +14% | +$8.03K | |||
| $65.2K | 0.01% | 600 | – | – | |||
| $64.4K | 0.01% | 800 | – | – | |||
| $64K | 0.01% | +1,280 | New | +$64K | |||
| $63K | 0.01% | +1,200 | New | +$63K | |||
| $62K | 0.01% | 800 | – | – | |||
| $58.5K | 0.01% | 548 -337 | -38% | -$36K | |||
| $57.3K | 0.01% | 770 +300 | +64% | +$22.3K | |||
| $56.6K | 0.01% | 680 | – | – | |||
| $54.7K | ﹤0.01% | 273 | – | – | |||
| $54.6K | ﹤0.01% | +233 | New | +$54.6K |
