YDMI
Y.D. More Investments Portfolio holdings
AUM $1.14B
AUM
$1.14B
AUM Growth
+$31.8M (+3%)
Cap. Flow
+$27.8M
Cap. Flow % of AUM
2.43%
Top 10 Holdings %Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30
Top Buys
| 1 | $18.7M | |
| 2 | $11.9M | |
| 3 | $8.84M | |
| 4 | $6.86M | |
| 5 | $4.85M |
Top Sells
| 1 | $22.9M | |
| 2 | $9.09M | |
| 3 | $4.79M | |
| 4 | $4.34M | |
| 5 | $4.06M |
Sector Composition
| 1 | Technology | 33.14% |
| 2 | Industrials | 19.15% |
| 3 | Utilities | 9.14% |
| 4 | Materials | 8.81% |
| 5 | Communication Services | 4.39% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2M | 0.17% | 36,215 +13,050 | +56% | +$721K | |||
| $1.99M | 0.17% | 12,410 +11,250 | +970% | +$1.81M | |||
| $1.98M | 0.17% | 78,065 +42,000 | +116% | +$1.07M | |||
| $1.91M | 0.17% | 8,188 +1,320 | +19% | +$308K | |||
| $1.86M | 0.16% | 58,150 -26,050 | -31% | -$834K | |||
| $1.84M | 0.16% | 5,876 -361 | -6% | -$113K | |||
| $1.74M | 0.15% | 2,626 -580 | -18% | -$384K | |||
| $1.68M | 0.15% | 5,088 -312 | -6% | -$103K | |||
| $1.65M | 0.14% | 9,710 -3,354 | -26% | -$571K | |||
| $1.64M | 0.14% | 13,564 -1,115 | -8% | -$135K | |||
| $1.64M | 0.14% | 4,468 +1,200 | +37% | +$440K | |||
| $1.58M | 0.14% | 12,000 | – | – | |||
| $1.56M | 0.14% | 31,005 | – | – | |||
| $1.49M | 0.13% | 390 +50 | +15% | +$191K | |||
| $1.44M | 0.13% | 41,000 | New | +$1.44M | |||
| $1.43M | 0.12% | 24,924 +301 | +1% | +$17.3K | |||
| $1.39M | 0.12% | 52,430 +1,597 | +3% | +$42.4K | |||
| $1.37M | 0.12% | 16,821 +155 | +0.9% | +$12.6K | |||
| $1.36M | 0.12% | 721,999 | – | – | |||
| $1.33M | 0.12% | 86,250 -12,450 | -13% | -$191K | |||
| $1.32M | 0.12% | 14,127 | – | – | |||
| $1.32M | 0.12% | 25,130 | – | – | |||
| $1.31M | 0.11% | 6,973 -180 | -3% | -$33.9K | |||
| $1.29M | 0.11% | 14,455 +319 | +2% | +$28.5K | |||
| $1.21M | 0.11% | 263 +129 | +96% | +$594K |
