YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+11.73%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$564M
AUM Growth
+$564M
(+8.4%)
Cap. Flow
-$4.66M
Cap. Flow
% of AUM
-0.83%
Top 10 Holdings %
Top 10 Hldgs %
38.4%
Holding
357
New
9
Increased
122
Reduced
87
Closed
25
Top Buys
| 1 |
Leonardo DRS
DRS
|
$6.58M |
| 2 |
ODDITY Tech
ODD
|
$6.52M |
| 3 |
SolarEdge
SEDG
|
$5.23M |
| 4 |
Palo Alto Networks
PANW
|
$3.71M |
| 5 |
WIX.com
WIX
|
$2.78M |
Top Sells
| 1 |
Pfizer
PFE
|
$22M |
| 2 |
Takeda Pharmaceutical
TAK
|
$17M |
| 3 |
TSMC
TSM
|
$12.7M |
| 4 |
InMode
INMD
|
$4.05M |
| 5 |
Novartis
NVS
|
$3.04M |
Sector Composition
| 1 | Technology | 51.23% |
| 2 | Financials | 9.52% |
| 3 | Communication Services | 7.5% |
| 4 | Consumer Discretionary | 5.6% |
| 5 | Industrials | 3.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Unity
U
$16.5B
| – | – |
-3,700
| Closed | -$151K |
|
352
Vanguard FTSE Europe ETF
VGK
$26.6B
| – | – |
-200
| Closed | -$12.9K |
|
353
Western Digital
WDC
$29.8B
| – | – |
-331
| Closed | -$13.1K |
|
|
XIFR
354
XPLR Infrastructure, LP
XIFR
$975M
| – | – |
-1,000
| Closed | -$30.4K |
|
|
SPLK
355
DELISTED
Splunk Inc
SPLK
| – | – |
-13,431
| Closed | -$2.03M |
|
|
LCAHW
356
DELISTED
Landcadia Holdings IV, Inc. Warrant
LCAHW
| – | – |
-87,500
| Closed | -$5.68K |
|