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
$955M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$12M
3
+$11.6M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$10.6M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$9.86M

Top Sells

1
+$29.1M
2
+$12.7M
3
+$10.6M
4
TSEM icon
Tower Semiconductor
TSEM
+$10.3M
5
TSM icon
TSMC
TSM
+$6.95M

Sector Composition

1 Technology 42.65%
2 Industrials 12.89%
3 Utilities 9.1%
4 Materials 6.52%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.86M 0.4%
14,032
+820
52
$3.82M 0.4%
709,551
-16,610
53
$3.65M 0.38%
22,264
-8,430
54
$3.36M 0.35%
37,570
+27,000
55
$3.31M 0.35%
40,983
+1,466
56
$2.96M 0.31%
4,179
+676
57
$2.83M 0.3%
16,640
+536
58
$2.83M 0.3%
354,708
+90,329
59
$2.81M 0.29%
19,071
+5,228
60
$2.81M 0.29%
5,422
-785
61
$2.75M 0.29%
32,458
-2,769
62
$2.74M 0.29%
94,200
+54,250
63
$2.7M 0.28%
15,550
-7,384
64
$2.57M 0.27%
1,713,845
+244,702
65
$2.51M 0.26%
12,783
-1,203
66
$2.4M 0.25%
60,553
-11,681
67
$2.4M 0.25%
26,937
-9,153
68
$2.33M 0.24%
9,368
+60
69
$2.32M 0.24%
7,739
+1,119
70
$2.27M 0.24%
3,930
+230
71
$2.19M 0.23%
19,414
+2,135
72
$2.12M 0.22%
5,429
-2,015
73
$2.04M 0.21%
12,363
+1,515
74
$2.02M 0.21%
35,005
+4,605
75
$1.97M 0.21%
15,183
-10,725
1 2
3
4 5