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
$564M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.52M
3
+$5.23M
4
PANW icon
Palo Alto Networks
PANW
+$3.71M
5
WIX icon
WIX.com
WIX
+$2.78M

Top Sells

1
+$22M
2
+$17M
3
+$12.7M
4
INMD icon
InMode
INMD
+$4.05M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

1 Technology 51.23%
2 Financials 9.52%
3 Communication Services 7.5%
4 Consumer Discretionary 5.6%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.95M 0.52%
15,332
+3,516
52
$2.94M 0.52%
44,410
-7,189
53
$2.69M 0.48%
13,417
-864
54
$1.97M 0.35%
2,825
+75
55
$1.93M 0.34%
8,562
+156
56
$1.93M 0.34%
7,078
+2,750
57
$1.92M 0.34%
17,628
+5,543
58
$1.9M 0.34%
12,820
+2,141
59
$1.87M 0.33%
3,075
+1,437
60
$1.86M 0.33%
11,826
+1,631
61
$1.84M 0.33%
60,137
-4,289
62
$1.82M 0.32%
30,170
+16,850
63
$1.81M 0.32%
10,200
-100
64
$1.74M 0.31%
29,900
+19,400
65
$1.74M 0.31%
15,938
+9
66
$1.71M 0.3%
36,802
+13,155
67
$1.71M 0.3%
6,055
+1,219
68
$1.66M 0.29%
74,135
+22,395
69
$1.65M 0.29%
9,373
+4,017
70
$1.54M 0.27%
8,976
+4,146
71
$1.53M 0.27%
12,640
-1,620
72
$1.5M 0.27%
54,080
-792,535
73
$1.42M 0.25%
+10,321
74
$1.39M 0.25%
98,600
+23,180
75
$1.33M 0.24%
300,000
1 2
3
4 5