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
$413M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.6M
3
+$22.2M
4
ITRN icon
Ituran Location and Control
ITRN
+$22M
5
TAK icon
Takeda Pharmaceutical
TAK
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.67%
2 Healthcare 22.15%
3 Financials 10.91%
4 Communication Services 6.96%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$511K 0.12%
+14,910
102
$509K 0.12%
+6,638
103
$506K 0.12%
+9,586
104
$505K 0.12%
+4,200
105
$504K 0.12%
+7,524
106
$497K 0.12%
+5,362
107
$494K 0.12%
+10,200
108
$492K 0.12%
+5,067
109
$491K 0.12%
+34,188
110
$464K 0.11%
+6,809
111
$460K 0.11%
+3,800
112
$454K 0.11%
+3,050
113
$453K 0.11%
+4,125
114
$442K 0.11%
+24,426
115
$438K 0.11%
+1,650
116
$423K 0.1%
+1,763
117
$411K 0.1%
+900
118
$411K 0.1%
+7,250
119
$392K 0.09%
+3,910
120
$376K 0.09%
+7,500
121
$373K 0.09%
+18,765
122
$359K 0.09%
+8,530
123
$357K 0.09%
+178
124
$354K 0.09%
+2,601
125
$352K 0.09%
+32,331
3 4
5
6 7