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
$434M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$2.5M
3
+$2.27M
4
BAC icon
Bank of America
BAC
+$1.96M
5
UBER icon
Uber
UBER
+$1.84M

Top Sells

1
+$40.9M
2
+$4.31M
3
+$4.19M
4
PFE icon
Pfizer
PFE
+$2.48M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.03M

Sector Composition

1 Technology 30%
2 Healthcare 26.56%
3 Financials 11.27%
4 Communication Services 6.58%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$232K 0.05%
11,309
+1,088
127
$232K 0.05%
4,000
128
$230K 0.05%
7,500
+800
129
$221K 0.05%
7,500
130
$213K 0.05%
1,619
+23
131
$212K 0.05%
6,580
-2,070
132
$209K 0.05%
3,500
133
$208K 0.05%
3,612
-8
134
$207K 0.05%
602
-83
135
$196K 0.05%
1,480
-1,340
136
$194K 0.04%
5,724
-664
137
$185K 0.04%
4,900
138
$178K 0.04%
342
-92
139
$163K 0.04%
7,400
140
$163K 0.04%
973
-94
141
$161K 0.04%
3,700
142
$159K 0.04%
53,020
143
$157K 0.04%
+1,005
144
$156K 0.04%
2,480
-85
145
$156K 0.04%
1,657
+60
146
$154K 0.04%
496
-35
147
$151K 0.03%
1,600
148
$146K 0.03%
180
149
$144K 0.03%
2,086
150
$144K 0.03%
1,700
+1,300
4 5
6
7 8