YDMI

Y.D. More Investments Portfolio holdings

AUM $1.77B
1-Year Est. Return 65.6%
This Quarter Est. Return
1 Year Est. Return
+65.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$444M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$26.8M
3
+$7.3M
4
META icon
Meta Platforms (Facebook)
META
+$6.36M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.21M

Top Sells

1
+$22M
2
+$9.55M
3
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.14M

Sector Composition

1 Healthcare 28%
2 Technology 25.56%
3 Financials 10.2%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$19.5K ﹤0.01%
+801
277
$19.5K ﹤0.01%
600
-250
278
$19.4K ﹤0.01%
4,326
-1,749
279
$17.3K ﹤0.01%
70
+10
280
$16.8K ﹤0.01%
5,462
-2,464
281
$16.3K ﹤0.01%
+500
282
$15.6K ﹤0.01%
145
283
$15.1K ﹤0.01%
316
-150
284
$14.7K ﹤0.01%
+392
285
$14.4K ﹤0.01%
87,500
286
$14.1K ﹤0.01%
201,805
287
$13.4K ﹤0.01%
4,297
-1,658
288
$12.9K ﹤0.01%
1,593
-644
289
$12.5K ﹤0.01%
295
290
$12.3K ﹤0.01%
100
-4,967
291
$12.3K ﹤0.01%
1,643
-663
292
$12.2K ﹤0.01%
200
293
$11.7K ﹤0.01%
2,495
-1,008
294
$11.6K ﹤0.01%
213
295
$11.1K ﹤0.01%
134
+34
296
$11.1K ﹤0.01%
+300
297
$10.3K ﹤0.01%
1,271
298
$10K ﹤0.01%
200
299
$9.91K ﹤0.01%
100
300
$9.42K ﹤0.01%
331
10 11
12
13 14