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
351
$9.37K ﹤0.01%
+120
352
$8.57K ﹤0.01%
+10
353
$8.53K ﹤0.01%
+100
354
$7.89K ﹤0.01%
+331
355
$7.82K ﹤0.01%
+100
356
$7.72K ﹤0.01%
+120
357
$7.6K ﹤0.01%
+217
358
$7.55K ﹤0.01%
+168
359
$7.5K ﹤0.01%
+300
360
$7.43K ﹤0.01%
+300
361
$7.1K ﹤0.01%
+150
362
$7K ﹤0.01%
+87,500
363
$6.93K ﹤0.01%
+80
364
$6.91K ﹤0.01%
+44
365
$6.9K ﹤0.01%
+65
366
$6.39K ﹤0.01%
+50
367
$5.92K ﹤0.01%
+2,714
368
$5.84K ﹤0.01%
+75
369
$5.63K ﹤0.01%
+2,524
370
$5.55K ﹤0.01%
+70
371
$5.39K ﹤0.01%
+1,354
372
$5.27K ﹤0.01%
+30
373
$5.21K ﹤0.01%
+200
374
$5.09K ﹤0.01%
+50
375
$5.07K ﹤0.01%
+1,132
13 14
15
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