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
$955M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$12M
3
+$11.6M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$10.6M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$9.86M

Top Sells

1
+$29.1M
2
+$12.7M
3
+$10.6M
4
TSEM icon
Tower Semiconductor
TSEM
+$10.3M
5
TSM icon
TSMC
TSM
+$6.95M

Sector Composition

1 Technology 42.65%
2 Industrials 12.89%
3 Utilities 9.1%
4 Materials 6.52%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.6M 1.01%
19,670
-8,589
27
$8.41M 0.88%
298,000
28
$7.88M 0.83%
37,543
+4,910
29
$7.67M 0.8%
205,785
+3,034
30
$7.48M 0.78%
61,645
-33,385
31
$6.83M 0.72%
2,111,576
-108,034
32
$6.38M 0.67%
38,168
-21,152
33
$6.33M 0.66%
7,600
+1,216
34
$6.06M 0.63%
13,123
-61
35
$6.05M 0.63%
12,248
-2,051
36
$5.85M 0.61%
20,868
+3,445
37
$5.7M 0.6%
338,750
+309,750
38
$5.68M 0.59%
200,628
+25,699
39
$5.43M 0.57%
2,844,422
40
$4.96M 0.52%
18,133
-2,272
41
$4.7M 0.49%
17,097
-12
42
$4.6M 0.48%
12,470
+4,185
43
$4.5M 0.47%
49,595
+3,396
44
$4.45M 0.47%
26,838
-8,435
45
$4.28M 0.45%
17,441
-5,371
46
$4.15M 0.44%
55,578
+11,728
47
$3.93M 0.41%
4,399
-220
48
$3.91M 0.41%
29,820
-4,154
49
$3.89M 0.41%
48,400
-42,368
50
$3.87M 0.41%
59,993
-15,283
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