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
$980M
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$71.1M
2
+$69.2M
3
+$65.1M
4
ICL icon
ICL Group
ICL
+$62.8M
5
TSEM icon
Tower Semiconductor
TSEM
+$35.6M

Top Sells

1
+$4.4M
2
+$3.37M
3
+$3.35M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.8M
5
META icon
Meta Platforms (Facebook)
META
+$2.62M

Sector Composition

1 Technology 48.42%
2 Industrials 9.26%
3 Utilities 7.37%
4 Materials 6.49%
5 Financials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.08M 0.11%
23,201
+551
102
$1.06M 0.11%
11,662
103
$1.06M 0.11%
6,620
-900
104
$1.03M 0.11%
300,000
105
$1.02M 0.1%
19,108
-338
106
$901K 0.09%
42,780
+9,202
107
$878K 0.09%
6,500
+3,600
108
$877K 0.09%
15,651
-886
109
$866K 0.09%
10,570
+150
110
$829K 0.08%
3,349
-360
111
$798K 0.08%
7,085
112
$791K 0.08%
+18,000
113
$790K 0.08%
+35,650
114
$775K 0.08%
1,026
+115
115
$771K 0.08%
7,000
116
$771K 0.08%
260
117
$758K 0.08%
1,488
-764
118
$741K 0.08%
9,389
+139
119
$709K 0.07%
+10,138
120
$692K 0.07%
7,151
-65
121
$671K 0.07%
4,072
+1,558
122
$662K 0.07%
+420
123
$653K 0.07%
11,000
+2,000
124
$645K 0.07%
1,599
+674
125
$643K 0.07%
23,800
-170
3 4
5
6 7