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
$564M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.52M
3
+$5.23M
4
PANW icon
Palo Alto Networks
PANW
+$3.71M
5
WIX icon
WIX.com
WIX
+$2.78M

Top Sells

1
+$22M
2
+$17M
3
+$12.7M
4
INMD icon
InMode
INMD
+$4.05M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

1 Technology 51.23%
2 Financials 9.52%
3 Communication Services 7.5%
4 Consumer Discretionary 5.6%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$667K 0.12%
911
102
$664K 0.12%
7,268
+920
103
$629K 0.11%
23,970
104
$618K 0.11%
36,065
+6,655
105
$604K 0.11%
1,300
-285
106
$600K 0.11%
103,824
-4,560
107
$594K 0.11%
3,601
108
$590K 0.1%
6,280
+4,608
109
$557K 0.1%
9,879
110
$556K 0.1%
11,248
+1,976
111
$543K 0.1%
4,320
+4,219
112
$543K 0.1%
9,000
+1,500
113
$540K 0.1%
3,050
+1,541
114
$531K 0.09%
5,600
115
$524K 0.09%
7,815
+909
116
$491K 0.09%
3,106
+1,757
117
$489K 0.09%
67,039
-13,768
118
$485K 0.09%
2,332
-90
119
$477K 0.08%
12,000
120
$469K 0.08%
2,900
+1,900
121
$452K 0.08%
14,000
122
$445K 0.08%
3,000
+500
123
$443K 0.08%
122
124
$436K 0.08%
2,726
-17
125
$432K 0.08%
6,766
-5,278
3 4
5
6 7