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 | |
|---|---|---|---|---|---|---|---|
| $64 | ﹤0.01% | 52 +6 | +13% | +$7 | |||
| $63 | ﹤0.01% | 255 +31 | +14% | +$8 | |||
| $62 | ﹤0.01% | 63 +8 | +15% | +$8 | |||
| $59 | ﹤0.01% | 179 +13 | +8% | +$4 | |||
| $47 | ﹤0.01% | 49 +4 | +9% | +$4 | |||
| $41 | ﹤0.01% | 73 +9 | +14% | +$5 | |||
| $41 | ﹤0.01% | 117 +14 | +14% | +$5 | |||
| $40 | ﹤0.01% | 55 +4 | +8% | +$3 | |||
| $36 | ﹤0.01% | 43 +3 | +8% | +$3 | |||
| $31 | ﹤0.01% | 54 +6 | +13% | +$3 | |||
| $28 | ﹤0.01% | 283 +25 | +10% | +$2 | |||
| $22 | ﹤0.01% | 430 +55 | +15% | +$3 | |||
| $19 | ﹤0.01% | 362 -40 | -10% | -$2 | |||
| $18 | ﹤0.01% | 3 | – | – | |||
| $6 | ﹤0.01% | 1 | – | – | |||
| – | – | -169 | Closed | -$20.8K | |||
| – | – | -3,375 | Closed | -$191K | |||
| – | – | -360 | Closed | -$13.5K | |||
| – | – | -848,878 | Closed | -$191K | |||
| – | – | -180 | Closed | -$13.8K | |||
| – | – | -540 | Closed | -$33.1K | |||
| – | – | -60 | Closed | -$10.6K | |||
| – | – | -657 | Closed | -$123K | |||
| – | – | -202 | Closed | -$68 | |||
| – | – | -1,976 | Closed | -$150K |
