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
$520M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$23.1M
3
+$12.4M
4
ODD icon
ODDITY Tech
ODD
+$10.2M
5
SMWB icon
Similarweb
SMWB
+$8.96M

Top Sells

1
+$7.93M
2
+$5.28M
3
+$2.23M
4
AAPL icon
Apple
AAPL
+$1.87M
5
SNY icon
Sanofi
SNY
+$1.8M

Sector Composition

1 Technology 44.09%
2 Healthcare 19.11%
3 Financials 9.19%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.12M 0.98%
12,939
+1,972
27
$5.11M 0.98%
+82,104
28
$5.06M 0.97%
38,650
-1,192
29
$4.86M 0.93%
111,720
+3,910
30
$4.76M 0.91%
32,808
-4,240
31
$4.46M 0.86%
43,800
-6
32
$4.23M 0.81%
64,426
-8,910
33
$4.09M 0.79%
24,047
+3,069
34
$3.91M 0.75%
+1,861,324
35
$3.44M 0.66%
8,000
+1,000
36
$3.37M 0.65%
3,396
37
$3.23M 0.62%
+205,639
38
$3.1M 0.59%
67,309
+10,563
39
$2.83M 0.54%
25,079
+17,348
40
$2.82M 0.54%
+148,906
41
$2.73M 0.53%
11,886
-3,902
42
$2.7M 0.52%
16,158
-527
43
$2.59M 0.5%
36,999
-650
44
$2.54M 0.49%
36,617
+23,426
45
$2.53M 0.49%
24,619
+162
46
$2.51M 0.48%
4,932
-816
47
$2.39M 0.46%
5,985
+363
48
$2.13M 0.41%
25,678
+1,415
49
$2.08M 0.4%
14,343
-190
50
$2.06M 0.4%
28,058
-1,409
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