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
$434M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$2.5M
3
+$2.27M
4
BAC icon
Bank of America
BAC
+$1.96M
5
UBER icon
Uber
UBER
+$1.84M

Top Sells

1
+$40.9M
2
+$4.31M
3
+$4.19M
4
PFE icon
Pfizer
PFE
+$2.48M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.03M

Sector Composition

1 Technology 30%
2 Healthcare 26.56%
3 Financials 11.27%
4 Communication Services 6.58%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$748K 0.17%
3,044
+578
77
$737K 0.17%
42,500
78
$681K 0.16%
3,330
+1,134
79
$663K 0.15%
11,742
+220
80
$656K 0.15%
5,199
-1,337
81
$639K 0.15%
14,669
+1,130
82
$609K 0.14%
4,713
+304
83
$580K 0.13%
3,050
84
$568K 0.13%
75,420
85
$562K 0.13%
37,204
+3,528
86
$545K 0.13%
4,934
+3,530
87
$544K 0.13%
3,123
-71
88
$519K 0.12%
62,207
-53,387
89
$509K 0.12%
3,975
+1,162
90
$485K 0.11%
900
91
$476K 0.11%
9,090
-2,889
92
$467K 0.11%
3,270
-850
93
$456K 0.11%
10,200
94
$454K 0.1%
2,950
-100
95
$450K 0.1%
9,879
96
$450K 0.1%
60,100
-4,925
97
$449K 0.1%
10,500
+8,000
98
$427K 0.1%
2,550
99
$413K 0.1%
4,311
+445
100
$405K 0.09%
3,462
-144
2 3
4
5 6