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
$413M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.6M
3
+$22.2M
4
ITRN icon
Ituran Location and Control
ITRN
+$22M
5
TAK icon
Takeda Pharmaceutical
TAK
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.67%
2 Healthcare 22.15%
3 Financials 10.91%
4 Communication Services 6.96%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$32.8K 0.01%
+200
277
$31.5K 0.01%
+385
278
$31.2K 0.01%
+415
279
$31.2K 0.01%
+7,926
280
$30.6K 0.01%
+180
281
$29.9K 0.01%
+1,200
282
$29.7K 0.01%
+900
283
$29.4K 0.01%
+450
284
$29K 0.01%
+165
285
$28.7K 0.01%
+330
286
$28.5K 0.01%
+660
287
$28K 0.01%
+600
288
$27.9K 0.01%
+1,018
289
$27.8K 0.01%
+39
290
$27.8K 0.01%
+1,000
291
$27.4K 0.01%
+307
292
$27.1K 0.01%
+850
293
$27.1K 0.01%
+1,693
294
$27.1K 0.01%
+305
295
$27K 0.01%
+1,086
296
$27K 0.01%
+6,075
297
$26K 0.01%
+90
298
$25.7K 0.01%
+70
299
$25.4K 0.01%
+1,694
300
$24.6K 0.01%
+200
10 11
12
13 14