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
+$52.8K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$4.21M
3
+$2.88M
4
VEEV icon
Veeva Systems
VEEV
+$2.65M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.28M

Top Sells

1
+$28.4M
2
+$12.9M
3
+$12.7M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$3.9M
5
INMD icon
InMode
INMD
+$2.19M

Sector Composition

1 Technology 45.74%
2 Healthcare 11.26%
3 Financials 9.6%
4 Communication Services 6.49%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$601K 0.12%
911
+11
102
$580K 0.11%
5,800
+1,500
103
$564K 0.11%
22,961
-18,448
104
$563K 0.11%
2,987
-2,155
105
$557K 0.11%
29,410
106
$550K 0.11%
2,737
-4,117
107
$544K 0.1%
+5,500
108
$512K 0.1%
4,164
-500
109
$500K 0.1%
5,600
+5,500
110
$490K 0.09%
3,601
-582
111
$489K 0.09%
9,879
112
$489K 0.09%
12,000
113
$480K 0.09%
10,500
114
$466K 0.09%
2,422
+372
115
$463K 0.09%
+46,116
116
$456K 0.09%
2,208
-542
117
$449K 0.09%
7,500
118
$433K 0.08%
122
119
$415K 0.08%
5,910
+1,310
120
$409K 0.08%
6,906
-5,471
121
$402K 0.08%
+2,500
122
$396K 0.08%
14,000
+5,500
123
$382K 0.07%
9,272
-6,923
124
$372K 0.07%
5,385
+592
125
$365K 0.07%
4,505
-110
3 4
5
6 7