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
+$52.8K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1 +$4.64M
2 +$4.21M
3 +$2.88M
4
VEEV icon
Veeva Systems
VEEV
+$2.65M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.28M

Top Sells

1 +$28.4M
2 +$12.9M
3 +$12.7M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$3.9M
5
INMD icon
InMode
INMD
+$2.19M

Sector Composition

1 Technology 45.74%
2 Healthcare 11.26%
3 Financials 9.6%
4 Communication Services 6.49%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.05M 0.2%
1,685
77
$978K 0.19%
11,662
-4,223
78
$949K 0.18%
13,181
-12,497
79
$924K 0.18%
7,423
+5,247
80
$912K 0.18%
3,089
+211
81
$886K 0.17%
91,400
+41,400
82
$805K 0.15%
16,178
-12,164
83
$804K 0.15%
80,807
+18,600
84
$798K 0.15%
1,638
+998
85
$796K 0.15%
4,830
+3,776
86
$790K 0.15%
4,208
+902
87
$787K 0.15%
75,420
-500
88
$765K 0.15%
1,919
-665
89
$732K 0.14%
12,044
-4,866
90
$722K 0.14%
2,966
91
$721K 0.14%
13,372
+2,110
92
$707K 0.14%
20,544
-14,700
93
$706K 0.14%
19,650
-5,000
94
$705K 0.14%
8,025
95
$704K 0.14%
108,384
+5,163
96
$700K 0.13%
13,320
+2,130
97
$651K 0.13%
1,585
-225
98
$647K 0.12%
23,970
-11,834
99
$632K 0.12%
12,710
-258,630
100
$609K 0.12%
6,348
+2,118