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
$520M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$23.1M
3
+$12.4M
4
ODD icon
ODDITY Tech
ODD
+$10.2M
5
SMWB icon
Similarweb
SMWB
+$8.96M

Top Sells

1
+$7.93M
2
+$5.28M
3
+$2.23M
4
AAPL icon
Apple
AAPL
+$1.87M
5
SNY icon
Sanofi
SNY
+$1.8M

Sector Composition

1 Technology 44.09%
2 Healthcare 19.11%
3 Financials 9.19%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.14M 0.22%
+300,000
77
$1.11M 0.21%
5,158
-830
78
$1.07M 0.21%
35,244
-300
79
$980K 0.19%
35,804
-1,500
80
$977K 0.19%
1,748
-25
81
$969K 0.19%
16,910
-4,230
82
$924K 0.18%
5,570
83
$920K 0.18%
2,584
-2,161
84
$913K 0.18%
1,812
-9
85
$879K 0.17%
80,585
-27,760
86
$861K 0.17%
1,685
-300
87
$813K 0.16%
24,650
+2,530
88
$785K 0.15%
2,878
-166
89
$778K 0.15%
5,142
+429
90
$774K 0.15%
75,920
+500
91
$758K 0.15%
16,195
+1,526
92
$743K 0.14%
12,377
-4,713
93
$713K 0.14%
+2,750
94
$686K 0.13%
41,409
+4,205
95
$678K 0.13%
8,025
-2,632
96
$678K 0.13%
8,366
-980
97
$674K 0.13%
+1,810
98
$614K 0.12%
2,966
-364
99
$612K 0.12%
103,221
+54,580
100
$597K 0.11%
11,190
+2,100
2 3
4
5 6