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
$434M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$2.5M
3
+$2.27M
4
BAC icon
Bank of America
BAC
+$1.96M
5
UBER icon
Uber
UBER
+$1.84M

Top Sells

1
+$40.9M
2
+$4.31M
3
+$4.19M
4
PFE icon
Pfizer
PFE
+$2.48M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.03M

Sector Composition

1 Technology 30%
2 Healthcare 26.56%
3 Financials 11.27%
4 Communication Services 6.58%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4.15K ﹤0.01%
32
-2,542
302
$3.79K ﹤0.01%
132
-199
303
$2.94K ﹤0.01%
24
+9
304
$2.31K ﹤0.01%
20
305
$2.31K ﹤0.01%
67
306
$2.15K ﹤0.01%
50
307
$2.06K ﹤0.01%
20
308
$2.04K ﹤0.01%
55
-337
309
$1.94K ﹤0.01%
20
-6
310
$1.87K ﹤0.01%
95
311
$1.85K ﹤0.01%
30
312
$1.77K ﹤0.01%
80
+20
313
$1.64K ﹤0.01%
40
+20
314
$1.51K ﹤0.01%
90
-50
315
$1.41K ﹤0.01%
47
+42
316
$1.2K ﹤0.01%
20
317
$1.17K ﹤0.01%
4
318
– –
0
319
$1.05K ﹤0.01%
13
320
$908 ﹤0.01%
8
+4
321
$855 ﹤0.01%
66
-1
322
$728 ﹤0.01%
5
+2
323
$603 ﹤0.01%
17
324
$249 ﹤0.01%
7
325
$69 ﹤0.01%
3,000
11 12
13
14 15