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
$955M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$12M
3
+$11.6M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$10.6M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$9.86M

Top Sells

1
+$29.1M
2
+$12.7M
3
+$10.6M
4
TSEM icon
Tower Semiconductor
TSEM
+$10.3M
5
TSM icon
TSMC
TSM
+$6.95M

Sector Composition

1 Technology 42.65%
2 Industrials 12.89%
3 Utilities 9.1%
4 Materials 6.52%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.22M 0.13%
36,000
+12,200
102
$1.16M 0.12%
12,815
-1,400
103
$1.15M 0.12%
25,194
-2,556
104
$1.09M 0.11%
9,275
-494
105
$1.07M 0.11%
340
+80
106
$1.04M 0.11%
23,240
+39
107
$1.02M 0.11%
11,627
-35
108
$1.02M 0.11%
20,000
+8,000
109
$1.01M 0.11%
300,000
110
$934K 0.1%
9,010
-6,135
111
$932K 0.1%
17,166
-1,942
112
$923K 0.1%
3,349
113
$902K 0.09%
15,236
-415
114
$897K 0.09%
12,443
+2,305
115
$895K 0.09%
18,000
116
$877K 0.09%
40,528
-2,252
117
$848K 0.09%
7,085
118
$844K 0.09%
37,689
-11,351
119
$823K 0.09%
7,000
120
$815K 0.09%
4,710
+638
121
$751K 0.08%
7,600
+2,000
122
$744K 0.08%
25,705
-32,919
123
$706K 0.07%
8,069
-1,320
124
$706K 0.07%
1,613
+14
125
$701K 0.07%
11,000
3 4
5
6 7