YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$955M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$11.9M
3
+$11.3M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$10.1M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$9.68M

Top Sells

1
+$29.1M
2
+$12.9M
3
+$12.8M
4
TSEM icon
Tower Semiconductor
TSEM
+$9.53M
5
TSM icon
TSMC
TSM
+$6.82M

Sector Composition

1 Technology 40.02%
2 Industrials 12.89%
3 Utilities 9.1%
4 Materials 6.52%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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454
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455
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-750
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$0 ﹤0.01%
+81
460
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-746
462
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463
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-5,062,879
464
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465
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466
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-80
467
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468
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0
469
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470
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471
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472
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473
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-19,985
474
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-1,350,001
475
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-4,663
15 16 17 18
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