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
$520M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$23.1M
3
+$12.4M
4
ODD icon
ODDITY Tech
ODD
+$10.2M
5
SMWB icon
Similarweb
SMWB
+$8.96M

Top Sells

1
+$7.93M
2
+$5.28M
3
+$2.23M
4
AAPL icon
Apple
AAPL
+$1.87M
5
SNY icon
Sanofi
SNY
+$1.8M

Sector Composition

1 Technology 44.09%
2 Healthcare 19.11%
3 Financials 9.19%
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%
+24
333
$507 ﹤0.01%
+20
334
$56 ﹤0.01%
6
335
$47 ﹤0.01%
3,000
336
$29 ﹤0.01%
+886
337
$24 ﹤0.01%
+3
338
$8 ﹤0.01%
+1
339
– –
-17
340
– –
-8
341
– –
-4,023
342
– –
-1,600
343
– –
-1,000
344
– –
-42,500
345
– –
-32
346
– –
-70
347
– –
-80
348
– –
-20
349
– –
-7
350
– –
-1,271
12 13
14
15 16