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
$444M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$26.8M
3
+$7.3M
4
META icon
Meta Platforms (Facebook)
META
+$6.36M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.21M

Top Sells

1
+$22M
2
+$9.55M
3
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.14M

Sector Composition

1 Healthcare 28%
2 Technology 25.56%
3 Financials 10.2%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.27%
20,729
-3,706
52
$1.19M 0.27%
12,407
-3,721
53
$1.15M 0.26%
40,544
+1,730
54
$1.14M 0.26%
4,065
-1,915
55
$1.13M 0.26%
9,697
-326
56
$1.12M 0.25%
+65,184
57
$1.1M 0.25%
10,952
-6,773
58
$1.04M 0.24%
33,474
+2,937
59
$1.02M 0.23%
3,298
+325
60
$983K 0.22%
10,030
-8,020
61
$894K 0.2%
5,670
-800
62
$824K 0.19%
1,773
+150
63
$798K 0.18%
10,812
-23,712
64
$781K 0.18%
11,215
+3,691
65
$780K 0.18%
28,000
+20,070
66
$739K 0.17%
7,100
+731
67
$739K 0.17%
6,536
-1,934
68
$714K 0.16%
4,818
+2,376
69
$702K 0.16%
115,594
-2,000
70
$670K 0.15%
6,900
+2,990
71
$667K 0.15%
75,420
-4,000
72
$663K 0.15%
3,050
73
$636K 0.14%
3,240
-7,850
74
$621K 0.14%
11,522
+1,936
75
$601K 0.14%
1,273
+125
1 2
3
4 5