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 | |
|---|---|---|---|---|---|---|---|
| $10.8K | ﹤0.01% | 150 | – | – | |||
| $10.5K | ﹤0.01% | 25 | – | – | |||
| $10.4K | ﹤0.01% | 201,805 | – | – | |||
| $10.3K | ﹤0.01% | 750 -784 | -51% | -$10.8K | |||
| $10.3K | ﹤0.01% | 244 +17 | +7% | +$716 | |||
| $9.96K | ﹤0.01% | +99 | New | +$9.96K | |||
| $9.7K | ﹤0.01% | 20 | – | – | |||
| $9.54K | ﹤0.01% | 100 | – | – | |||
| $9.19K | ﹤0.01% | +380 | New | +$9.19K | |||
| $9.13K | ﹤0.01% | 800 | – | – | |||
| $9.05K | ﹤0.01% | +300 | New | +$9.05K | |||
| $9.01K | ﹤0.01% | +250 | New | +$9.01K | |||
| $8.86K | ﹤0.01% | +120 | New | +$8.86K | |||
| $8.81K | ﹤0.01% | 774 -876 | -53% | -$9.97K | |||
| $8.71K | ﹤0.01% | 60 | – | – | |||
| $8.55K | ﹤0.01% | +240 | New | +$8.55K | |||
| $7.7K | ﹤0.01% | 677 +71 | +12% | +$808 | |||
| $7.69K | ﹤0.01% | 424 -6,366 | -94% | -$115K | |||
| $7.57K | ﹤0.01% | 100 | – | – | |||
| $7.48K | ﹤0.01% | 973 -117 | -11% | -$900 | |||
| $7.29K | ﹤0.01% | 1,714 -347 | -17% | -$1.48K | |||
| $7.21K | ﹤0.01% | 192 -30 | -14% | -$1.13K | |||
| $7.16K | ﹤0.01% | 993 +3 | +0.3% | +$22 | |||
| $6.85K | ﹤0.01% | 628 -42 | -6% | -$458 | |||
| $6.47K | ﹤0.01% | 170 | – | – |
