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
$434M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$2.5M
3
+$2.27M
4
BAC icon
Bank of America
BAC
+$1.96M
5
UBER icon
Uber
UBER
+$1.84M

Top Sells

1
+$40.9M
2
+$4.31M
3
+$4.19M
4
PFE icon
Pfizer
PFE
+$2.48M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.03M

Sector Composition

1 Technology 30%
2 Healthcare 26.56%
3 Financials 11.27%
4 Communication Services 6.58%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$393K 0.09%
3,965
-3,135
102
$390K 0.09%
5,851
+795
103
$381K 0.09%
7,500
104
$377K 0.09%
1,925
-1,315
105
$375K 0.09%
20,380
-400
106
$374K 0.09%
14,015
+1,194
107
$367K 0.08%
3,356
-201
108
$349K 0.08%
7,710
+557
109
$347K 0.08%
6,339
+217
110
$340K 0.08%
3,453
-5
111
$337K 0.08%
125
-53
112
$335K 0.08%
23,254
+1,709
113
$330K 0.08%
933
-633
114
$329K 0.08%
2,173
+169
115
$322K 0.07%
4,660
+115
116
$316K 0.07%
4,093
+2,000
117
$312K 0.07%
1,600
118
$275K 0.06%
15,260
119
$252K 0.06%
+48,641
120
$251K 0.06%
570
+240
121
$251K 0.06%
3,900
-1,420
122
$248K 0.06%
1,461
123
$248K 0.06%
986
-92
124
$242K 0.06%
1,464
-169
125
$237K 0.05%
5,219
+349
3 4
5
6 7