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
$444M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$26.8M
3
+$7.3M
4
META icon
Meta Platforms (Facebook)
META
+$6.36M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.21M

Top Sells

1
+$22M
2
+$9.55M
3
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.14M

Sector Composition

1 Healthcare 28%
2 Technology 25.56%
3 Financials 10.2%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-100
402
– –
-2,094
403
– –
-4,000
404
– –
-385
405
– –
-60
406
– –
-200
407
– –
-97,477
408
– –
-2,700
409
– –
-950
410
– –
-2,028
411
– –
-1,354
412
– –
-400
413
– –
-2,228
414
– –
-50,000
415
– –
-1,500
416
– –
-1,511,866
417
– –
-525
418
– –
-4,476
419
– –
-300,000
420
– –
-2,003
421
– –
-660
422
– –
-745
423
– –
-200
424
– –
-5,126
425
– –
-6,905
14 15 16
17
18