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
$413M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.6M
3
+$22.2M
4
ITRN icon
Ituran Location and Control
ITRN
+$22M
5
TAK icon
Takeda Pharmaceutical
TAK
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.67%
2 Healthcare 22.15%
3 Financials 10.91%
4 Communication Services 6.96%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$15K ﹤0.01%
+2,237
327
$15K ﹤0.01%
+60
328
$13.6K ﹤0.01%
+100
329
$13.6K ﹤0.01%
+300
330
$13.2K ﹤0.01%
+213
331
$13K ﹤0.01%
+295
332
$12.8K ﹤0.01%
+2,028
333
$12.8K ﹤0.01%
+181
334
$12.5K ﹤0.01%
+50
335
$12.2K ﹤0.01%
+200
336
$12.2K ﹤0.01%
+1,338
337
$12K ﹤0.01%
+201,805
338
$11.2K ﹤0.01%
+200
339
$11.2K ﹤0.01%
+65
340
$11.1K ﹤0.01%
+7,188
341
$10.8K ﹤0.01%
+3,503
342
$10.8K ﹤0.01%
+1,023
343
$10.2K ﹤0.01%
+1,271
344
$10.2K ﹤0.01%
+1,068
345
$10.1K ﹤0.01%
+200
346
$10K ﹤0.01%
+200
347
$9.75K ﹤0.01%
+70
348
$9.62K ﹤0.01%
+100
349
$9.58K ﹤0.01%
+94
350
$9.49K ﹤0.01%
+60
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