YDMI
Y.D. More Investments Portfolio holdings
AUM $1.14B
This Quarter Return
+5.41%
1 Year Return
+27.88%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.14B
AUM Growth
+$31.8M (+3%)
Cap. Flow
+$23.4M
Cap. Flow % of AUM
2.04%
Top 10 Holdings %Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30
Top Buys
| 1 | $18.7M | |
| 2 | $11.9M | |
| 3 | $8.84M | |
| 4 | $6.86M | |
| 5 | $4.85M |
Top Sells
| 1 | $22.9M | |
| 2 | $9.09M | |
| 3 | $4.79M | |
| 4 | $4.34M | |
| 5 | $4.06M |
Sector Composition
| 1 | Technology | 33.14% |
| 2 | Industrials | 19.15% |
| 3 | Utilities | 9.14% |
| 4 | Materials | 8.81% |
| 5 | Communication Services | 4.19% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $50.8K | ﹤0.01% | 810 | – | – | |||
| $50.8K | ﹤0.01% | 650 +300 | +86% | +$23.4K | |||
| $49.3K | ﹤0.01% | 3,240 +235 | +8% | +$3.57K | |||
| $49.2K | ﹤0.01% | 385 | – | – | |||
| $48.8K | ﹤0.01% | 25 | – | – | |||
| $48.2K | ﹤0.01% | 5,489 | – | – | |||
| $47.8K | ﹤0.01% | 430 +60 | +16% | +$6.67K | |||
| $47.6K | ﹤0.01% | 488 +3 | +0.6% | +$293 | |||
| $46.6K | ﹤0.01% | 415 +335 | +419% | +$37.6K | |||
| $45.3K | ﹤0.01% | 1,400 | – | – | |||
| $45.1K | ﹤0.01% | 260 | – | – | |||
| $45.1K | ﹤0.01% | 955 +328 | +52% | +$15.5K | |||
| $44.7K | ﹤0.01% | +176 | New | +$44.7K | |||
| $44.5K | ﹤0.01% | 205 +6 | +3% | +$1.3K | |||
| $43.6K | ﹤0.01% | 1,000 | – | – | |||
| $40.8K | ﹤0.01% | 450 -150 | -25% | -$13.6K | |||
| $39.9K | ﹤0.01% | +200 | New | +$39.9K | |||
| $39.8K | ﹤0.01% | 508 -222 | -30% | -$17.4K | |||
| $39.6K | ﹤0.01% | 450 | – | – | |||
| $39.4K | ﹤0.01% | 75 | – | – | |||
| $38.9K | ﹤0.01% | 2,100 | – | – | |||
| $37.4K | ﹤0.01% | 476 | – | – | |||
| $36.9K | ﹤0.01% | +394 | New | +$36.9K | |||
| $35.6K | ﹤0.01% | 1,420 +548 | +63% | +$13.7K | |||
| $35.5K | ﹤0.01% | +232 | New | +$35.5K |
