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
$413M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.6M
3
+$22.2M
4
ITRN icon
Ituran Location and Control
ITRN
+$22M
5
TAK icon
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 Change
in Stake 		Capital Flow
26
$3.66M 0.89%
+165,986
27
$3.15M 0.76%
+26,159
28
$2.98M 0.72%
+34,035
29
$2.58M 0.63%
+9,688
30
$2.56M 0.62%
+8,343
31
$2.53M 0.61%
+34,524
32
$2.47M 0.6%
+97,477
33
$2.29M 0.56%
+11,090
34
$2.21M 0.54%
+64,396
35
$2.15M 0.52%
+147,550
36
$1.95M 0.47%
+6,953
37
$1.93M 0.47%
+5,000
38
$1.87M 0.45%
+5,536
39
$1.82M 0.44%
+13,737
40
$1.8M 0.44%
+21,377
41
$1.71M 0.41%
+23,077
42
$1.69M 0.41%
+5,085
43
$1.63M 0.39%
+44,630
44
$1.59M 0.39%
+5,980
45
$1.54M 0.37%
+17,725
46
$1.53M 0.37%
+69,689
47
$1.52M 0.37%
+39,433
48
$1.49M 0.36%
+132,061
49
$1.46M 0.35%
+11,723
50
$1.41M 0.34%
+5,249
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