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
$444M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$26.8M
3
+$7.3M
4
META icon
Meta Platforms (Facebook)
META
+$6.36M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.21M

Top Sells

1
+$22M
2
+$9.55M
3
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.14M

Sector Composition

1 Healthcare 28%
2 Technology 25.56%
3 Financials 10.2%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$232K 0.05%
4,000
127
$228K 0.05%
685
-4,400
128
$218K 0.05%
1,461
129
$215K 0.05%
1,400
130
$212K 0.05%
2,766
131
$211K 0.05%
10,221
+4,420
132
$208K 0.05%
4,870
+502
133
$207K 0.05%
7,500
+2,520
134
$196K 0.04%
3,620
-477
135
$196K 0.04%
1,178
136
$195K 0.04%
4,900
137
$186K 0.04%
6,388
-2,859
138
$182K 0.04%
53,020
139
$181K 0.04%
6,317
+112
140
$178K 0.04%
13,539
-154
141
$172K 0.04%
1,404
-389
142
$167K 0.04%
2,900
-4,350
143
$165K 0.04%
2,000
144
$164K 0.04%
+300
145
$161K 0.04%
1,067
-430
146
$158K 0.04%
530
-200
147
$158K 0.04%
7,400
148
$157K 0.04%
531
+9
149
$155K 0.03%
2,086
+560
150
$155K 0.03%
2,565
+180
4 5
6
7 8