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
$955M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$12M
3
+$11.6M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$10.6M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$9.86M

Top Sells

1
+$29.1M
2
+$12.7M
3
+$10.6M
4
TSEM icon
Tower Semiconductor
TSEM
+$10.3M
5
TSM icon
TSMC
TSM
+$6.95M

Sector Composition

1 Technology 42.65%
2 Industrials 12.89%
3 Utilities 9.1%
4 Materials 6.52%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.95M 0.2%
163,384
+14,693
77
$1.95M 0.2%
26,442
-13,520
78
$1.92M 0.2%
6,317
-163
79
$1.91M 0.2%
105,800
+300
80
$1.9M 0.2%
46,168
+10,689
81
$1.89M 0.2%
11,110
+2,341
82
$1.88M 0.2%
4,828
-1,197
83
$1.85M 0.19%
7,568
+490
84
$1.82M 0.19%
3,108
+1,620
85
$1.81M 0.19%
6,448
+499
86
$1.77M 0.19%
7,688
-2,235
87
$1.73M 0.18%
12,141
+1,370
88
$1.67M 0.17%
10,926
-1,143
89
$1.62M 0.17%
7,674
-5,493
90
$1.53M 0.16%
13,540
+40
91
$1.5M 0.16%
721,999
92
$1.46M 0.15%
149,114
+41,433
93
$1.43M 0.15%
1,615
+109
94
$1.4M 0.15%
1,810
+125
95
$1.37M 0.14%
35,750
+28,750
96
$1.36M 0.14%
20,341
+16,108
97
$1.34M 0.14%
14,366
-1,257
98
$1.31M 0.14%
72,080
99
$1.31M 0.14%
24,785
100
$1.3M 0.14%
52,056
-6,380
2 3
4
5 6