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

Top Buys

1
+$29.3M
2
+$23.1M
3
+$12.4M
4
ODD icon
ODDITY Tech
ODD
+$10.2M
5
SMWB icon
Similarweb
SMWB
+$8.96M

Top Sells

1
+$7.93M
2
+$5.28M
3
+$2.23M
4
AAPL icon
Apple
AAPL
+$1.87M
5
SNY icon
Sanofi
SNY
+$1.8M

Sector Composition

1 Technology 44.09%
2 Healthcare 19.11%
3 Financials 9.19%
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%
301
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%
+356
300
$12K ﹤0.01%
211
10 11
12
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