YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$520M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$27.4M
3
+$18.3M
4
ODD icon
ODDITY Tech
ODD
+$15.3M
5
SMWB icon
Similarweb
SMWB
+$9.89M

Top Sells

1
+$8.26M
2
+$6.81M
3
+$2.26M
4
AAPL icon
Apple
AAPL
+$2M
5
SNY icon
Sanofi
SNY
+$1.79M

Sector Composition

1 Technology 42.12%
2 Healthcare 19.11%
3 Financials 9.2%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$320K 0.06%
4,093
127
$315K 0.06%
4,615
-45
128
$309K 0.06%
4,000
129
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130
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933
131
$281K 0.05%
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-1,425
132
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2,697
-659
133
$276K 0.05%
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-250
134
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4,600
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135
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2,176
-1,277
136
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2,322
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137
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17,500
-2,880
138
$255K 0.05%
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139
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4,793
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140
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3,900
141
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142
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144
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145
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146
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147
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768
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148
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7,500
149
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+19,119
150
$207K 0.04%
7,000
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