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
$444M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$26.8M
3
+$7.3M
4
META icon
Meta Platforms (Facebook)
META
+$6.36M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.21M

Top Sells

1
+$22M
2
+$9.55M
3
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.14M

Sector Composition

1 Healthcare 28%
2 Technology 25.56%
3 Financials 10.2%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$589K 0.13%
11,979
-4,050
77
$573K 0.13%
4,409
-214
78
$573K 0.13%
4,120
-1,690
79
$564K 0.13%
2,466
+703
80
$551K 0.12%
42,500
-25,150
81
$551K 0.12%
33,676
-512
82
$539K 0.12%
1,351
-263
83
$536K 0.12%
2,550
+900
84
$527K 0.12%
3,194
-967
85
$523K 0.12%
1,566
-863
86
$509K 0.11%
10,200
87
$472K 0.11%
178
88
$457K 0.1%
2,196
+916
89
$448K 0.1%
+14,120
90
$447K 0.1%
900
91
$429K 0.1%
3,050
-1,150
92
$422K 0.1%
65,025
+64,995
93
$411K 0.09%
20,780
+2,015
94
$407K 0.09%
+9,879
95
$399K 0.09%
7,500
96
$390K 0.09%
4,558
-2,080
97
$365K 0.08%
2,820
+219
98
$364K 0.08%
3,458
-1,876
99
$360K 0.08%
1,600
100
$356K 0.08%
3,606
-1,645
2 3
4
5 6