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
$413M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.6M
3
+$22.2M
4
ITRN icon
Ituran Location and Control
ITRN
+$22M
5
TAK icon
Takeda Pharmaceutical
TAK
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.67%
2 Healthcare 22.15%
3 Financials 10.91%
4 Communication Services 6.96%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$833K 0.2%
+4,476
77
$828K 0.2%
+2,510
78
$776K 0.19%
+5,810
79
$759K 0.18%
+16,029
80
$759K 0.18%
+27,000
81
$742K 0.18%
+79,420
82
$678K 0.16%
+12,150
83
$672K 0.16%
+11,000
84
$667K 0.16%
+29,842
85
$663K 0.16%
+27,864
86
$647K 0.16%
+4,955
87
$635K 0.15%
+6,369
88
$633K 0.15%
+1,623
89
$613K 0.15%
+1,614
90
$613K 0.15%
+4,161
91
$608K 0.15%
+1,148
92
$540K 0.13%
+117,594
93
$529K 0.13%
+5,334
94
$525K 0.13%
+50,000
95
$523K 0.13%
+6,905
96
$521K 0.13%
+4,623
97
$518K 0.13%
+7,628
98
$515K 0.12%
+2,429
99
$514K 0.12%
+8,169
100
$512K 0.12%
+5,251
2 3
4
5 6