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 | |
|---|---|---|---|---|---|---|---|
| $5.86K | ﹤0.01% | 1,000 | – | – | |||
| $5.83K | ﹤0.01% | 50 | – | – | |||
| $5.7K | ﹤0.01% | 42 | – | – | |||
| $5.66K | ﹤0.01% | 50 | – | – | |||
| $5.42K | ﹤0.01% | 32 | – | – | |||
| $5.39K | ﹤0.01% | 100 | – | – | |||
| $5.1K | ﹤0.01% | +84 | New | +$5.1K | |||
| $4.84K | ﹤0.01% | 115 -118 | -51% | -$4.96K | |||
| $4.23K | ﹤0.01% | 90 -21,150 | -100% | -$995K | |||
| $4.04K | ﹤0.01% | 90 -189 | -68% | -$8.47K | |||
| $3.78K | ﹤0.01% | 9 -8 | -47% | -$3.36K | |||
| $3.64K | ﹤0.01% | 30 | – | – | |||
| $3.2K | ﹤0.01% | 50 | – | – | |||
| $1.12K | ﹤0.01% | +40 | New | +$1.12K | |||
| $563 | ﹤0.01% | 220 | – | – | |||
| $510 | ﹤0.01% | 4,608 +2,963 | +180% | +$328 | |||
| $508 | ﹤0.01% | 4,477 +2,544 | +132% | +$289 | |||
| $453 | ﹤0.01% | 690 +84 | +14% | +$55 | |||
| $443 | ﹤0.01% | 2,104 +259 | +14% | +$55 | |||
| $424 | ﹤0.01% | 522 +64 | +14% | +$52 | |||
| $404 | ﹤0.01% | 1,231 -51 | -4% | -$17 | |||
| $345 | ﹤0.01% | 5,903 +4,753 | +413% | +$278 | |||
| $345 | ﹤0.01% | 1,398 +1,118 | +399% | +$276 | |||
| $327 | ﹤0.01% | 305 +37 | +14% | +$40 | |||
| $299 | ﹤0.01% | 962 +116 | +14% | +$36 |
