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
$520M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1 +$30.1M
2 +$27.4M
3 +$18.3M
4
ODD icon
ODDITY Tech
ODD
+$15.3M
5
SMWB icon
Similarweb
SMWB
+$9.89M

Top Sells

1 +$8.26M
2 +$6.81M
3 +$2.26M
4
AAPL icon
Apple
AAPL
+$2M
5
SNY icon
Sanofi
SNY
+$1.79M

Sector Composition

1 Technology 42.12%
2 Healthcare 19.11%
3 Financials 9.2%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$25.4K ﹤0.01%
672
-197
277
$24.9K ﹤0.01%
780
278
$24.9K ﹤0.01%
300
-290
279
$23.9K ﹤0.01%
1,000
280
$23.9K ﹤0.01%
307
281
$23.4K ﹤0.01%
165
282
$22.9K ﹤0.01%
236
-70
283
$22.4K ﹤0.01%
3,732
-1,072
284
$22.2K ﹤0.01%
1,000
285
$21.7K ﹤0.01%
900
286
$21.6K ﹤0.01%
+288
287
$21.1K ﹤0.01%
136
288
$20.8K ﹤0.01%
151
289
$20.1K ﹤0.01%
1,283
-365
290
$18.1K ﹤0.01%
+1,166
291
$18K ﹤0.01%
522
-147
292
$17.8K ﹤0.01%
500
293
$17.8K ﹤0.01%
165
294
$17.6K ﹤0.01%
602
295
$16.3K ﹤0.01%
316
296
$16K ﹤0.01%
+100
297
$14.9K ﹤0.01%
145
298
$12.3K ﹤0.01%
87,500
299
$12.2K ﹤0.01%
+51
300
$12K ﹤0.01%
211