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
376
$4.87K ﹤0.01%
+10
377
$4.79K ﹤0.01%
+67
378
$4.74K ﹤0.01%
+170
379
$4.56K ﹤0.01%
+20
380
$4.34K ﹤0.01%
+100
381
$4.26K ﹤0.01%
+62
382
$4.04K ﹤0.01%
+120
383
$3.62K ﹤0.01%
+750
384
– –
0
385
$3K ﹤0.01%
+50
386
$2.88K ﹤0.01%
+40
387
$2.36K ﹤0.01%
+40
388
$2.31K ﹤0.01%
+500
389
$2.04K ﹤0.01%
+20
390
$1.75K ﹤0.01%
+28
391
$1.74K ﹤0.01%
+45
392
$1.64K ﹤0.01%
+16
393
$1.52K ﹤0.01%
+13
394
$1.5K ﹤0.01%
+50
395
$1.26K ﹤0.01%
+80
396
$1.05K ﹤0.01%
+16
397
$960 ﹤0.01%
+15
398
$912 ﹤0.01%
+9
399
$739 ﹤0.01%
+41
400
$470 ﹤0.01%
+67
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16
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