YDMI
Y.D. More Investments Portfolio holdings
AUM $1.14B
This Quarter Return
+5.41%
1 Year Return
+27.88%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.14B
AUM Growth
+$31.8M (+3%)
Cap. Flow
+$23.4M
Cap. Flow % of AUM
2.04%
Top 10 Holdings %Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30
Top Buys
| 1 | $18.7M | |
| 2 | $11.9M | |
| 3 | $8.84M | |
| 4 | $6.86M | |
| 5 | $4.85M |
Top Sells
| 1 | $22.9M | |
| 2 | $9.09M | |
| 3 | $4.79M | |
| 4 | $4.34M | |
| 5 | $4.06M |
Sector Composition
| 1 | Technology | 33.14% |
| 2 | Industrials | 19.15% |
| 3 | Utilities | 9.14% |
| 4 | Materials | 8.81% |
| 5 | Communication Services | 4.19% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $34.5K | ﹤0.01% | +113 | New | +$34.5K | |||
| $34.4K | ﹤0.01% | 345 -220 | -39% | -$21.9K | |||
| $33.6K | ﹤0.01% | 213 -1 | -0.5% | -$158 | |||
| $33.5K | ﹤0.01% | 194 -165 | -46% | -$28.5K | |||
| $33.3K | ﹤0.01% | 683 +110 | +19% | +$5.37K | |||
| $33.1K | ﹤0.01% | 400 | – | – | |||
| $32.9K | ﹤0.01% | 215 | – | – | |||
| $32.2K | ﹤0.01% | 34 | – | – | |||
| $31.5K | ﹤0.01% | 346 | – | – | |||
| $30.4K | ﹤0.01% | 180 | – | – | |||
| $29.7K | ﹤0.01% | 648 +388 | +149% | +$17.8K | |||
| $29.3K | ﹤0.01% | 400 | – | – | |||
| $29K | ﹤0.01% | 548 +68 | +14% | +$3.6K | |||
| $29K | ﹤0.01% | 400 | – | – | |||
| $27.7K | ﹤0.01% | 1,086 | – | – | |||
| $26.5K | ﹤0.01% | +263 | New | +$26.5K | |||
| $26.4K | ﹤0.01% | 136 | – | – | |||
| $26K | ﹤0.01% | 1,099 +32 | +3% | +$757 | |||
| $25.1K | ﹤0.01% | 307 | – | – | |||
| $24.5K | ﹤0.01% | 240 | – | – | |||
| $24.3K | ﹤0.01% | 50 | – | – | |||
| $24.3K | ﹤0.01% | +66 | New | +$24.3K | |||
| $24.2K | ﹤0.01% | 240 +3 | +1% | +$303 | |||
| $23.2K | ﹤0.01% | 400 | – | – | |||
| $22.5K | ﹤0.01% | 1,406 +168 | +14% | +$2.69K |
