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
$444M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$26.8M
3
+$7.3M
4
META icon
Meta Platforms (Facebook)
META
+$6.36M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.21M

Top Sells

1
+$22M
2
+$9.55M
3
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.14M

Sector Composition

1 Healthcare 28%
2 Technology 25.56%
3 Financials 10.2%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9.32K ﹤0.01%
120
302
$9.13K ﹤0.01%
168
303
$8.89K ﹤0.01%
5,119
-2,069
304
$8.87K ﹤0.01%
950
-388
305
$7.62K ﹤0.01%
217
306
$7.5K ﹤0.01%
300
307
$7.48K ﹤0.01%
150
308
$7.13K ﹤0.01%
65
309
$7.12K ﹤0.01%
44
310
$6.46K ﹤0.01%
50
311
$6.33K ﹤0.01%
+56
312
$6.11K ﹤0.01%
729
-294
313
$5.72K ﹤0.01%
67
314
$5.64K ﹤0.01%
+2,150
315
$5.58K ﹤0.01%
60
-1,552
316
$5.45K ﹤0.01%
62
317
$5.34K ﹤0.01%
15
-35
318
$5.29K ﹤0.01%
350
-1,344
319
$4.91K ﹤0.01%
+12
320
$4.66K ﹤0.01%
170
321
$4.52K ﹤0.01%
122
-3,378
322
$4.43K ﹤0.01%
1,806
-718
323
$4.4K ﹤0.01%
120
324
$4.29K ﹤0.01%
+1,490
325
$4.06K ﹤0.01%
854
-278
11 12
13
14 15