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
$1.11B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.77M
3
+$9.71M
4
ICL icon
ICL Group
ICL
+$9.67M
5
TSEM icon
Tower Semiconductor
TSEM
+$8.76M

Top Sells

1
+$3.93M
2
+$3.16M
3
+$2.72M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.29M
5
NVDA icon
NVIDIA
NVDA
+$1.7M

Sector Composition

1 Technology 39.26%
2 Industrials 15.02%
3 Utilities 8.8%
4 Materials 7.41%
5 Communication Services 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$32 ﹤0.01%
40
+8
452
$32 ﹤0.01%
103
+55
453
$30 ﹤0.01%
48
+24
454
$27 ﹤0.01%
258
+53
455
$21 ﹤0.01%
375
+207
456
$19 ﹤0.01%
3
457
$19 ﹤0.01%
402
+63
458
$6 ﹤0.01%
1
459
– –
-152
460
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461
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-8,000
462
– –
-435
463
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-1,000
464
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465
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-780
466
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-600
467
– –
-681
468
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-6,500
469
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-25,000
470
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-500
471
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-81
472
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-440
473
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-350
474
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-25
475
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-120
16 17 18
19
20