YDMI
Y.D. More Investments Portfolio holdings
AUM $1.14B
AUM
$1.14B
AUM Growth
+$31.8M (+3%)
Cap. Flow
+$27.8M
Cap. Flow % of AUM
2.43%
Top 10 Holdings %Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30
Top Buys
| 1 | $18.7M | |
| 2 | $11.9M | |
| 3 | $8.84M | |
| 4 | $6.86M | |
| 5 | $4.85M |
Top Sells
| 1 | $22.9M | |
| 2 | $9.09M | |
| 3 | $4.79M | |
| 4 | $4.34M | |
| 5 | $4.06M |
Sector Composition
| 1 | Technology | 33.14% |
| 2 | Industrials | 19.15% |
| 3 | Utilities | 9.14% |
| 4 | Materials | 8.81% |
| 5 | Communication Services | 4.39% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.2M | 0.11% | 19,548 -1,195 | -6% | -$73.6K | |||
| $1.2M | 0.1% | 3,123 -1,595 | -34% | -$612K | |||
| $1.19M | 0.1% | 28,518 +993 | +4% | +$41.4K | |||
| $1.19M | 0.1% | 1,750 | – | – | |||
| $1.17M | 0.1% | 10,545 +5 | +0.1% | +$555 | |||
| $1.15M | 0.1% | 2,042 -1,862 | -48% | -$1.05M | |||
| $1.08M | 0.09% | 7,050 -60 | -0.8% | -$9.22K | |||
| $1.06M | 0.09% | 18,000 | – | – | |||
| $1.04M | 0.09% | 10,105 -5,055 | -33% | -$519K | |||
| $1.02M | 0.09% | 8,101 +6,426 | +384% | +$812K | |||
| $1.02M | 0.09% | 22,000 | – | – | |||
| $1.02M | 0.09% | 70,788 -6,362 | -8% | -$91.6K | |||
| $1.01M | 0.09% | 8,498 -616 | -7% | -$73.3K | |||
| $1.01M | 0.09% | 14,892 -9,871 | -40% | -$669K | |||
| $975K | 0.09% | 12,516 +123 | +1% | +$9.58K | |||
| $974K | 0.09% | 8,000 +1,700 | +27% | +$207K | |||
| $962K | 0.08% | 11,073 +5,095 | +85% | +$443K | |||
| $943K | 0.08% | 9,900 +8,500 | +607% | +$809K | |||
| $922K | 0.08% | 1,132 -201 | -15% | -$164K | |||
| $886K | 0.08% | 3,384 | – | – | |||
| $885K | 0.08% | 300,000 | – | – | |||
| $830K | 0.07% | 4,250 +1,500 | +55% | +$293K | |||
| $828K | 0.07% | 1,040 -3,234 | -76% | -$2.57M | |||
| $822K | 0.07% | 7,085 | – | – | |||
| $793K | 0.07% | 40,455 +246 | +0.6% | +$4.82K |
