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
26
$3.06M 0.69%
15,307
+1,570
27
$3.03M 0.68%
109,010
-38,540
28
$2.75M 0.62%
20,013
+6,603
29
$2.69M 0.61%
7,852
-491
30
$2.49M 0.56%
6,459
+923
31
$2.11M 0.48%
6,953
32
$2.06M 0.46%
64,092
-304
33
$2.06M 0.46%
5,000
34
$1.89M 0.43%
21,890
+2,555
35
$1.68M 0.38%
11,146
-577
36
$1.65M 0.37%
21,387
+10
37
$1.63M 0.37%
7,847
-1,750
38
$1.6M 0.36%
24,145
-672
39
$1.57M 0.35%
39,800
+367
40
$1.52M 0.34%
7,500
41
$1.52M 0.34%
2,107
-1
42
$1.52M 0.34%
20,896
-2,181
43
$1.43M 0.32%
17,300
+16,970
44
$1.4M 0.32%
22,692
-6,003
45
$1.37M 0.31%
17,517
+4,310
46
$1.34M 0.3%
18,378
+16,848
47
$1.27M 0.29%
16,779
-989
48
$1.26M 0.28%
2,818
-150
49
$1.24M 0.28%
5,988
+230
50
$1.23M 0.28%
116,035
-16,026
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