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
$564M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.52M
3
+$5.23M
4
PANW icon
Palo Alto Networks
PANW
+$3.71M
5
WIX icon
WIX.com
WIX
+$2.78M

Top Sells

1
+$22M
2
+$17M
3
+$12.7M
4
INMD icon
InMode
INMD
+$4.05M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

1 Technology 51.23%
2 Financials 9.52%
3 Communication Services 7.5%
4 Consumer Discretionary 5.6%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$26.8K ﹤0.01%
400
-400
277
$26.5K ﹤0.01%
900
278
$25.4K ﹤0.01%
4,269
-1,162
279
$25.4K ﹤0.01%
1,115
-140
280
$24.8K ﹤0.01%
136
281
$22.1K ﹤0.01%
500
282
$22.1K ﹤0.01%
288
283
$21.3K ﹤0.01%
535
-125
284
$21.1K ﹤0.01%
169
285
$21K ﹤0.01%
846
-427
286
$20.9K ﹤0.01%
488
+233
287
$20.5K ﹤0.01%
100
288
$20.3K ﹤0.01%
165
289
$20.3K ﹤0.01%
316
290
$20K ﹤0.01%
437
-1,450
291
$19.6K ﹤0.01%
339
292
$19.3K ﹤0.01%
463
+203
293
$18.5K ﹤0.01%
426
294
$18.4K ﹤0.01%
415
295
$18.3K ﹤0.01%
1,166
296
$18.2K ﹤0.01%
196
+62
297
$15.6K ﹤0.01%
145
298
$15.1K ﹤0.01%
500
-500
299
$15K ﹤0.01%
652
300
$14.1K ﹤0.01%
300
10 11
12
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