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
$564M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.52M
3
+$5.23M
4
PANW icon
Palo Alto Networks
PANW
+$3.71M
5
WIX icon
WIX.com
WIX
+$2.78M

Top Sells

1
+$22M
2
+$17M
3
+$12.7M
4
INMD icon
InMode
INMD
+$4.05M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

1 Technology 51.23%
2 Financials 9.52%
3 Communication Services 7.5%
4 Consumer Discretionary 5.6%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13.8K ﹤0.01%
120
302
$13.4K ﹤0.01%
213
303
$13.2K ﹤0.01%
1,000
-1,100
304
$12.9K ﹤0.01%
211
305
$12.6K ﹤0.01%
168
306
$12.4K ﹤0.01%
60
307
$12.2K ﹤0.01%
1,304
+105
308
$11.8K ﹤0.01%
90
309
$11.7K ﹤0.01%
9,000
310
$11K ﹤0.01%
293
311
$10.9K ﹤0.01%
260
312
$10.1K ﹤0.01%
201,805
313
$9.47K ﹤0.01%
100
-120
314
$8.36K ﹤0.01%
20
315
$8.22K ﹤0.01%
1,275
316
$7.94K ﹤0.01%
175
-600
317
$6.89K ﹤0.01%
78
-229
318
$6.6K ﹤0.01%
50
319
$6.54K ﹤0.01%
75
320
$6.18K ﹤0.01%
217
321
$6.07K ﹤0.01%
+85
322
$5.43K ﹤0.01%
30
323
$5.38K ﹤0.01%
170
324
$5.21K ﹤0.01%
32
325
$5.08K ﹤0.01%
50
11 12
13
14 15