YDMI

Y.D. More Investments Portfolio holdings

AUM $1.14B
This Quarter Return
+5.41%
1 Year Return
+27.88%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
+$23.4M
Cap. Flow %
2.04%
Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30

Top Buys

1
$18.7M
2
$11.9M
3
$8.84M
4
$6.86M
5
$4.85M

Top Sells

1
$22.9M
2
$9.09M
3
$4.79M
4
$4.34M
5
$4.06M

Sector Composition

1Technology33.14%
2Industrials19.15%
3Utilities9.14%
4Materials8.81%
5Communication Services4.19%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$3.26M0.28% 65,435
+1,188
+2%
+$59.2K
$3.25M0.28% 15,387
-1,375
-8%
-$291K
$3.25M0.28% 28,664
+2,808
+11%
+$319K
$3.23M0.28% 14,470
-10,619
-42%
-$2.37M
$3M0.26% 368,714
-22,618
-6%
-$184K
$2.97M0.26% 1,772,947
+377,179
+27%
+$632K
$2.93M0.26% 2,844,422––
$2.8M0.24%
+71,540
 New
+$2.8M
$2.76M0.24% 29,742
+145
+0.5%
+$13.4K
$2.61M0.23% 69,141
+13,254
+24%
+$500K
$2.55M0.22% 13,613––
$2.5M0.22% 10,212
+612
+6%
+$150K
$2.48M0.22% 17,768
+1,173
+7%
+$164K
$2.48M0.22% 12,901
+119
+0.9%
+$22.9K
$2.45M0.21% 14,408
+885
+7%
+$151K
$2.41M0.21% 6,974
+38
+0.6%
+$13.2K
$2.4M0.21% 9,860
-1,097
-10%
-$267K
$2.37M0.21% 68,000
+14,000
+26%
+$489K
$2.36M0.21% 9,898
+185
+2%
+$44.1K
$2.24M0.2% 174,366
+31,527
+22%
+$405K
$2.23M0.19% 50,700
+28,040
+124%
+$1.23M
$2.22M0.19% 12,141––
$2.18M0.19% 330,354
-168,568
-34%
-$1.11M
$2.06M0.18% 32,375
+25,075
+343%
+$1.59M
$2.03M0.18% 74,742
-159,555
-68%
-$4.34M
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