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
$520M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$23.1M
3
+$12.4M
4
ODD icon
ODDITY Tech
ODD
+$10.2M
5
SMWB icon
Similarweb
SMWB
+$8.96M

Top Sells

1
+$7.93M
2
+$5.28M
3
+$2.23M
4
AAPL icon
Apple
AAPL
+$1.87M
5
SNY icon
Sanofi
SNY
+$1.8M

Sector Composition

1 Technology 44.09%
2 Healthcare 19.11%
3 Financials 9.19%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$574K 0.11%
4,183
+208
102
$551K 0.11%
+4,900
103
$546K 0.1%
11,262
-480
104
$526K 0.1%
+3,306
105
$519K 0.1%
12,000
+1,800
106
$508K 0.1%
900
107
$506K 0.1%
+4,300
108
$497K 0.1%
62,207
109
$485K 0.09%
29,410
+14,150
110
$485K 0.09%
15,356
+1,341
111
$452K 0.09%
2,800
-250
112
$428K 0.08%
4,664
+4,090
113
$423K 0.08%
9,879
114
$421K 0.08%
2,950
115
$402K 0.08%
50,000
-10,100
116
$400K 0.08%
8,538
+828
117
$394K 0.08%
7,500
118
$386K 0.07%
4,230
+265
119
$385K 0.07%
10,500
120
$380K 0.07%
2,425
-698
121
$376K 0.07%
122
-3
122
$375K 0.07%
4,067
-244
123
$345K 0.07%
2,570
-700
124
$345K 0.07%
25,562
+2,308
125
$336K 0.06%
2,050
-3,889
3 4
5
6 7