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
$434M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$2.5M
3
+$2.27M
4
BAC icon
Bank of America
BAC
+$1.96M
5
UBER icon
Uber
UBER
+$1.84M

Top Sells

1
+$40.9M
2
+$4.31M
3
+$4.19M
4
PFE icon
Pfizer
PFE
+$2.48M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.03M

Sector Composition

1 Technology 30%
2 Healthcare 26.56%
3 Financials 11.27%
4 Communication Services 6.58%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.75M 0.86%
15,788
-1,689
27
$3.12M 0.72%
7,000
+2,000
28
$3.03M 0.7%
37,649
-4,153
29
$2.81M 0.65%
5,748
-711
30
$2.79M 0.64%
24,457
+14,427
31
$2.65M 0.61%
5,622
+5,322
32
$2.45M 0.57%
16,685
-3,328
33
$2.45M 0.57%
56,746
+42,626
34
$2.23M 0.52%
29,467
+11,089
35
$2.21M 0.51%
8,203
+1,250
36
$2.14M 0.49%
74,537
+68,220
37
$2.11M 0.49%
14,533
+12,008
38
$1.8M 0.42%
23,807
-338
39
$1.78M 0.41%
18,074
-2,822
40
$1.78M 0.41%
4,745
-3,107
41
$1.68M 0.39%
24,263
+2,373
42
$1.65M 0.38%
14,826
+1,401
43
$1.62M 0.37%
24,841
+2,149
44
$1.62M 0.37%
15,007
+14,942
45
$1.62M 0.37%
2,067
-40
46
$1.59M 0.37%
40,105
+305
47
$1.57M 0.36%
10,725
+1,028
48
$1.57M 0.36%
21,140
-247
49
$1.52M 0.35%
14,331
+1,924
50
$1.52M 0.35%
81,855
+16,671
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