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
$434M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$2.5M
3
+$2.27M
4
BAC icon
Bank of America
BAC
+$1.96M
5
UBER icon
Uber
UBER
+$1.84M

Top Sells

1
+$40.9M
2
+$4.31M
3
+$4.19M
4
PFE icon
Pfizer
PFE
+$2.48M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.03M

Sector Composition

1 Technology 30%
2 Healthcare 26.56%
3 Financials 11.27%
4 Communication Services 6.58%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14.1K ﹤0.01%
40
-35
277
$13.7K ﹤0.01%
70
278
$12.9K ﹤0.01%
211
+161
279
$12.6K ﹤0.01%
120
-120
280
$12.3K ﹤0.01%
200
281
$11.4K ﹤0.01%
134
282
$10.8K ﹤0.01%
300
283
$10.7K ﹤0.01%
1,271
284
$10.6K ﹤0.01%
213
285
$10.4K ﹤0.01%
168
286
$9.82K ﹤0.01%
200
-2,300
287
$9.66K ﹤0.01%
100
288
$9.45K ﹤0.01%
120
289
$8.67K ﹤0.01%
60
-40
290
$8.18K ﹤0.01%
+1,275
291
$7.76K ﹤0.01%
80
-300
292
$7.59K ﹤0.01%
44
293
$7.56K ﹤0.01%
217
294
$7.5K ﹤0.01%
300
295
$7.28K ﹤0.01%
50
296
$7.22K ﹤0.01%
62
297
$7.14K ﹤0.01%
60
298
$6.07K ﹤0.01%
201,805
299
$5.22K ﹤0.01%
170
300
$4.22K ﹤0.01%
50
10 11
12
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