YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
This Quarter Return
+4.57%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$413M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.67%
Holding
407
New
407
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Prospect Capital
PSEC
|
$31.8M |
| 2 |
Microsoft
MSFT
|
$23.6M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$22.2M |
| 4 |
Ituran Location and Control
ITRN
|
$22M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Hilton Worldwide
HLT
$64.9B
| $378 | ﹤0.01% |
+3
| New | +$378 |
|
402
UDR
UDR
$13.1B
| $375 | ﹤0.01% |
+34
| New | +$375 |
|
403
SL Green Realty
SLG
$4.04B
| $304 | ﹤0.01% |
+9
| New | +$304 |
|
404
Empire State Realty Trust
ESRT
$1.3B
| $204 | ﹤0.01% |
+30
| New | +$204 |
|
405
Alexandria Real Estate Equities
ARE
$14.1B
| $145 | ﹤0.01% |
+1
| New | +$145 |
|
406
American Homes 4 Rent
AMH
$13.3B
| $112 | ﹤0.01% |
+13
| New | +$112 |
|
407
ZimVie
ZIMV
$532M
| $55 | ﹤0.01% |
+6
| New | +$55 |
|