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
$444M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$26.8M
3
+$7.3M
4
META icon
Meta Platforms (Facebook)
META
+$6.36M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.21M

Top Sells

1
+$22M
2
+$9.55M
3
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.14M

Sector Composition

1 Healthcare 28%
2 Technology 25.56%
3 Financials 10.2%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4.03K ﹤0.01%
50
-50
327
– –
0
328
$3.1K ﹤0.01%
50
329
$3.08K ﹤0.01%
+8
330
$2.57K ﹤0.01%
26
+10
331
$2.31K ﹤0.01%
140
+60
332
$2.24K ﹤0.01%
20
+7
333
$2.09K ﹤0.01%
67
+17
334
$2K ﹤0.01%
20
335
$1.87K ﹤0.01%
15
-1,493
336
$1.85K ﹤0.01%
95
-3,975
337
$1.83K ﹤0.01%
30
+2
338
$1.28K ﹤0.01%
13
+4
339
$1.27K ﹤0.01%
20
+5
340
$1.18K ﹤0.01%
60
+19
341
$932 ﹤0.01%
13
-3
342
$823 ﹤0.01%
+20
343
$568 ﹤0.01%
50
+16
344
$527 ﹤0.01%
67
345
$502 ﹤0.01%
4
+3
346
$423 ﹤0.01%
3
347
$334 ﹤0.01%
+4
348
$249 ﹤0.01%
7
-9,000
349
$160 ﹤0.01%
+3,000
350
$148 ﹤0.01%
17
+4
12 13
14
15 16