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
$520M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$23.1M
3
+$12.4M
4
ODD icon
ODDITY Tech
ODD
+$10.2M
5
SMWB icon
Similarweb
SMWB
+$8.96M

Top Sells

1
+$7.93M
2
+$5.28M
3
+$2.23M
4
AAPL icon
Apple
AAPL
+$1.87M
5
SNY icon
Sanofi
SNY
+$1.8M

Sector Composition

1 Technology 44.09%
2 Healthcare 19.11%
3 Financials 9.19%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.05M 0.39%
74,909
+372
52
$1.85M 0.36%
30,766
+6,959
53
$1.78M 0.34%
+4,961,679
54
$1.76M 0.34%
18,690
+616
55
$1.62M 0.31%
15,853
+846
56
$1.59M 0.31%
+20,136
57
$1.59M 0.31%
7,500
58
$1.58M 0.3%
10,187
-538
59
$1.53M 0.29%
24,793
-48
60
$1.51M 0.29%
14,338
-1,418
61
$1.49M 0.29%
12,473
-1,858
62
$1.47M 0.28%
31,348
+2,635
63
$1.46M 0.28%
13,096
-1,730
64
$1.44M 0.28%
3,150
+800
65
$1.44M 0.28%
15,885
+550
66
$1.41M 0.27%
74,052
-7,803
67
$1.4M 0.27%
1,929
-138
68
$1.35M 0.26%
5,405
+50
69
$1.35M 0.26%
+43,978
70
$1.31M 0.25%
8,277
-351
71
$1.28M 0.25%
3,641
+400
72
$1.25M 0.24%
+16,960
73
$1.24M 0.24%
28,342
+2,497
74
$1.23M 0.24%
4,665
+168
75
$1.16M 0.22%
6,854
+5,849
1 2
3
4 5