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
$413M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.6M
3
+$22.2M
4
ITRN icon
Ituran Location and Control
ITRN
+$22M
5
TAK icon
Takeda Pharmaceutical
TAK
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.67%
2 Healthcare 22.15%
3 Financials 10.91%
4 Communication Services 6.96%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$347K 0.08%
+2,844
127
$347K 0.08%
+11,775
128
$317K 0.08%
+4,000
129
$316K 0.08%
+9,007
130
$308K 0.07%
+3,740
131
$304K 0.07%
+9,247
132
$303K 0.07%
+8,230
133
$302K 0.07%
+3,546
134
$301K 0.07%
+2,766
135
$286K 0.07%
+1,877
136
$283K 0.07%
+2,442
137
$279K 0.07%
+2,000
138
$277K 0.07%
+4,097
139
$273K 0.07%
+5,000
140
$272K 0.07%
+17,760
141
$271K 0.07%
+2,035
142
$266K 0.06%
+1,625
143
$266K 0.06%
+1,497
144
$265K 0.06%
+1,600
145
$263K 0.06%
+3,597
146
$250K 0.06%
+1,400
147
$249K 0.06%
+7,100
148
$246K 0.06%
+441
149
$241K 0.06%
+730
150
$241K 0.06%
+1,280
4 5
6
7 8