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
$413M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.6M
3
+$22.2M
4
ITRN icon
Ituran Location and Control
ITRN
+$22M
5
TAK icon
Takeda Pharmaceutical
TAK
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.67%
2 Healthcare 22.15%
3 Financials 10.91%
4 Communication Services 6.96%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.34%
+13,410
52
$1.4M 0.34%
+2,108
53
$1.4M 0.34%
+16,128
54
$1.36M 0.33%
+24,435
55
$1.32M 0.32%
+19,335
56
$1.3M 0.32%
+28,695
57
$1.25M 0.3%
+17,768
58
$1.22M 0.3%
+24,817
59
$1.17M 0.28%
+18,050
60
$1.17M 0.28%
+9,597
61
$1.16M 0.28%
+2,968
62
$1.12M 0.27%
+10,023
63
$1.12M 0.27%
+13,207
64
$1.03M 0.25%
+38,814
65
$1.03M 0.25%
+11,325
66
$970K 0.23%
+6,470
67
$966K 0.23%
+5,758
68
$963K 0.23%
+7,500
69
$962K 0.23%
+18,632
70
$945K 0.23%
+30,537
71
$919K 0.22%
+2,973
72
$896K 0.22%
+5,415
73
$873K 0.21%
+67,650
74
$861K 0.21%
+300,000
75
$860K 0.21%
+8,470
1 2
3
4 5