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
$434M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$2.5M
3
+$2.27M
4
BAC icon
Bank of America
BAC
+$1.96M
5
UBER icon
Uber
UBER
+$1.84M

Top Sells

1
+$40.9M
2
+$4.31M
3
+$4.19M
4
PFE icon
Pfizer
PFE
+$2.48M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.03M

Sector Composition

1 Technology 30%
2 Healthcare 26.56%
3 Financials 11.27%
4 Communication Services 6.58%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.34%
28,713
-1,189
52
$1.46M 0.34%
8,628
+3,810
53
$1.44M 0.33%
7,500
54
$1.42M 0.33%
15,756
-1,761
55
$1.4M 0.32%
5,355
-2,492
56
$1.35M 0.31%
5,988
57
$1.34M 0.31%
4,497
+432
58
$1.32M 0.3%
25,845
+5,116
59
$1.24M 0.29%
15,335
-1,965
60
$1.22M 0.28%
108,345
-7,690
61
$1.14M 0.26%
17,090
+311
62
$1.14M 0.26%
2,350
+999
63
$1.12M 0.26%
35,544
-5,000
64
$1.11M 0.25%
3,241
-57
65
$1.05M 0.24%
+10,657
66
$1.03M 0.24%
5,939
-5,207
67
$1M 0.23%
37,304
+3,830
68
$996K 0.23%
1,773
69
$962K 0.22%
13,191
+1,976
70
$910K 0.21%
1,985
-833
71
$875K 0.2%
1,821
+548
72
$853K 0.2%
22,120
+22,000
73
$849K 0.2%
5,570
-100
74
$834K 0.19%
9,346
-1,606
75
$760K 0.18%
7,731
+831
1 2
3
4 5