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
$564M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.52M
3
+$5.23M
4
PANW icon
Palo Alto Networks
PANW
+$3.71M
5
WIX icon
WIX.com
WIX
+$2.78M

Top Sells

1
+$22M
2
+$17M
3
+$12.7M
4
INMD icon
InMode
INMD
+$4.05M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

1 Technology 51.23%
2 Financials 9.52%
3 Communication Services 7.5%
4 Consumer Discretionary 5.6%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.16M 1.09%
2,949,088
+1,087,764
27
$6.08M 1.08%
78,263
+6,905
28
$5.98M 1.06%
18,647
+1,072
29
$5.37M 0.95%
29,729
-2,660
30
$5.19M 0.92%
34,378
-3,872
31
$4.98M 0.88%
72,969
+11,005
32
$4.93M 0.87%
21,288
+7,499
33
$4.81M 0.85%
62,456
+94
34
$4.41M 0.78%
35,665
+8,130
35
$4.37M 0.77%
15,643
+2,668
36
$4.02M 0.71%
40,143
+26,584
37
$3.92M 0.69%
7,495
-190
38
$3.77M 0.67%
7,465
+2,026
39
$3.75M 0.66%
43,816
+8,119
40
$3.72M 0.66%
16,466
+12,258
41
$3.69M 0.65%
4,842
+3,014
42
$3.69M 0.65%
8,742
+3,782
43
$3.63M 0.64%
28,563
+412
44
$3.54M 0.63%
3,396
45
$3.52M 0.62%
6,700
-2,600
46
$3.36M 0.59%
24,413
+20,249
47
$3.21M 0.57%
33,174
+4,193
48
$3.09M 0.55%
81,402
-5,826
49
$2.99M 0.53%
8,164
+5,075
50
$2.96M 0.52%
42,282
+3,763
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