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
$520M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$23.1M
3
+$12.4M
4
ODD icon
ODDITY Tech
ODD
+$10.2M
5
SMWB icon
Similarweb
SMWB
+$8.96M

Top Sells

1
+$7.93M
2
+$5.28M
3
+$2.23M
4
AAPL icon
Apple
AAPL
+$1.87M
5
SNY icon
Sanofi
SNY
+$1.8M

Sector Composition

1 Technology 44.09%
2 Healthcare 19.11%
3 Financials 9.19%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12K ﹤0.01%
316
-39,789
302
$11.6K ﹤0.01%
200
303
$11.4K ﹤0.01%
331
+199
304
$11.3K ﹤0.01%
120
305
$11.1K ﹤0.01%
300
306
$11K ﹤0.01%
134
307
$11K ﹤0.01%
770
-37
308
$10.5K ﹤0.01%
255
+200
309
$10.3K ﹤0.01%
213
310
$10.1K ﹤0.01%
2,017
-199,788
311
$9.72K ﹤0.01%
168
312
$9.58K ﹤0.01%
120
313
$9.16K ﹤0.01%
100
314
$8.31K ﹤0.01%
60
315
$7.45K ﹤0.01%
80
316
$7.3K ﹤0.01%
100
-75
317
$6.96K ﹤0.01%
20
-20
318
$6.36K ﹤0.01%
60
319
$6.12K ﹤0.01%
1,275
320
$6.08K ﹤0.01%
+1,100
321
$6.03K ﹤0.01%
+9,000
322
$5.97K ﹤0.01%
217
323
$5.88K ﹤0.01%
+75
324
$5.64K ﹤0.01%
170
325
$5.61K ﹤0.01%
50
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