YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.2%
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
+$30.1M
2
+$27.4M
3
+$18.3M
4
ODD icon
ODDITY Tech
ODD
+$15.3M
5
SMWB icon
Similarweb
SMWB
+$9.89M

Top Sells

1
+$8.26M
2
+$6.81M
3
+$2.26M
4
AAPL icon
Apple
AAPL
+$2M
5
SNY icon
Sanofi
SNY
+$1.79M

Sector Composition

1 Technology 42.12%
2 Healthcare 19.11%
3 Financials 9.2%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4.7K ﹤0.01%
120
-295
327
$3.99K ﹤0.01%
50
328
$3.83K ﹤0.01%
30
-32
329
$3.5K ﹤0.01%
+90
330
$2.7K ﹤0.01%
500
-2,915
331
– –
0
332
$549 ﹤0.01%
+2
333
$507 ﹤0.01%
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6
335
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3,000
336
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