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 | |
|---|---|---|---|---|---|---|---|
| $22.2K | ﹤0.01% | 100 | – | – | |||
| $21.9K | ﹤0.01% | 400 | – | – | |||
| $21.6K | ﹤0.01% | +2,100 | New | +$21.6K | |||
| $20K | ﹤0.01% | 664 +36 | +6% | +$1.09K | |||
| $19.9K | ﹤0.01% | 1,852 +33 | +2% | +$355 | |||
| $19.1K | ﹤0.01% | 90 | – | – | |||
| $18.9K | ﹤0.01% | 750 | – | – | |||
| $18.8K | ﹤0.01% | 103 +13 | +14% | +$2.37K | |||
| $18.8K | ﹤0.01% | 124 +12 | +11% | +$1.82K | |||
| $18.8K | ﹤0.01% | 683 +12 | +2% | +$330 | |||
| $17.8K | ﹤0.01% | 1,100 -2,770 | -72% | -$44.8K | |||
| $17.3K | ﹤0.01% | +48 | New | +$17.3K | |||
| $17.1K | ﹤0.01% | 1,972 +51 | +3% | +$443 | |||
| $17K | ﹤0.01% | 370 | – | – | |||
| $16.9K | ﹤0.01% | 160 | – | – | |||
| $16.3K | ﹤0.01% | 44 | – | – | |||
| $15.9K | ﹤0.01% | 300 | – | – | |||
| $14.7K | ﹤0.01% | 35 +4 | +13% | +$1.68K | |||
| $14.2K | ﹤0.01% | 425 | – | – | |||
| $13.9K | ﹤0.01% | 203 -85 | -30% | -$5.83K | |||
| $13.6K | ﹤0.01% | 120 | – | – | |||
| $13K | ﹤0.01% | +80,000 | New | +$13K | |||
| $12.6K | ﹤0.01% | 500 | – | – | |||
| $11.4K | ﹤0.01% | +150 | New | +$11.4K | |||
| $11.4K | ﹤0.01% | 200 | – | – |
