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
$564M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.52M
3
+$5.23M
4
PANW icon
Palo Alto Networks
PANW
+$3.71M
5
WIX icon
WIX.com
WIX
+$2.78M

Top Sells

1
+$22M
2
+$17M
3
+$12.7M
4
INMD icon
InMode
INMD
+$4.05M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

1 Technology 51.23%
2 Financials 9.52%
3 Communication Services 7.5%
4 Consumer Discretionary 5.6%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.31M 0.23%
33,014
+12,470
77
$1.28M 0.23%
12,254
-927
78
$1.27M 0.23%
24,785
+24,130
79
$1.26M 0.22%
1,522
-6
80
$1.16M 0.21%
19,446
+3,268
81
$1.11M 0.2%
2,252
+180
82
$1.11M 0.2%
64,580
-16,750
83
$1.11M 0.2%
1,705
+20
84
$1.1M 0.2%
11,662
85
$1.03M 0.18%
22,650
+3,000
86
$997K 0.18%
7,520
+7,220
87
$968K 0.17%
16,537
+3,165
88
$966K 0.17%
3,709
+743
89
$964K 0.17%
7,216
-207
90
$886K 0.16%
10,420
-17,755
91
$883K 0.16%
7,600
+1,800
92
$874K 0.15%
38,859
-5,119
93
$836K 0.15%
9,250
+1,225
94
$819K 0.15%
260
+230
95
$783K 0.14%
+7,085
96
$783K 0.14%
33,578
+10,617
97
$782K 0.14%
2,943
+206
98
$763K 0.14%
4,570
+1,583
99
$721K 0.13%
4,260
+2,200
100
$710K 0.13%
7,000
+3,980
2 3
4
5 6