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
$444M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$26.8M
3
+$7.3M
4
META icon
Meta Platforms (Facebook)
META
+$6.36M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.21M

Top Sells

1
+$22M
2
+$9.55M
3
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.14M

Sector Composition

1 Healthcare 28%
2 Technology 25.56%
3 Financials 10.2%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$352K 0.08%
3,866
+320
102
$350K 0.08%
+2,813
103
$350K 0.08%
29,902
-2,429
104
$347K 0.08%
5,056
-3,113
105
$344K 0.08%
13,425
+1,650
106
$342K 0.08%
3,557
-1,805
107
$333K 0.08%
12,821
-15,043
108
$333K 0.08%
6,122
-1,506
109
$329K 0.07%
2,525
+490
110
$318K 0.07%
14,716
-15,126
111
$310K 0.07%
2,574
-270
112
$303K 0.07%
2,965
+2,660
113
$298K 0.07%
2,004
+127
114
$290K 0.07%
3,802
+62
115
$289K 0.07%
3,722
+125
116
$282K 0.06%
5,320
-3,210
117
$277K 0.06%
15,260
-2,500
118
$277K 0.06%
4,545
+3,250
119
$269K 0.06%
1,272
+350
120
$264K 0.06%
1,596
+210
121
$253K 0.06%
1,633
+335
122
$251K 0.06%
8,650
123
$251K 0.06%
3,609
-3,200
124
$250K 0.06%
434
-7
125
$233K 0.05%
6,700
+3,530
3 4
5
6 7