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
$413M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.6M
3
+$22.2M
4
ITRN icon
Ituran Location and Control
ITRN
+$22M
5
TAK icon
Takeda Pharmaceutical
TAK
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.67%
2 Healthcare 22.15%
3 Financials 10.91%
4 Communication Services 6.96%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$24.4K 0.01%
+14,541
302
$23.4K 0.01%
+165
303
$22.1K 0.01%
+200
304
$22K 0.01%
+312
305
$21.2K 0.01%
+525
306
$21.1K 0.01%
+240
307
$21.1K 0.01%
+1,365
308
$20.5K 0.01%
+466
309
$20.2K ﹤0.01%
+530
310
$20.1K ﹤0.01%
+75
311
$19.7K ﹤0.01%
+8
312
$18.9K ﹤0.01%
+1,810
313
$18.8K ﹤0.01%
+50
314
$18.5K ﹤0.01%
+388
315
$18.5K ﹤0.01%
+900
316
$17.9K ﹤0.01%
+100
317
$17.5K ﹤0.01%
+1,166
318
$17.2K ﹤0.01%
+330
319
$16.8K ﹤0.01%
+49
320
$16.3K ﹤0.01%
+5,955
321
$15.9K ﹤0.01%
+3,000
322
$15.8K ﹤0.01%
+187
323
$15.3K ﹤0.01%
+145
324
$15.1K ﹤0.01%
+52
325
$15.1K ﹤0.01%
+2,306
11 12
13
14 15