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
$520M
AUM Growth
+$52.8K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$4.21M
3
+$2.88M
4
VEEV icon
Veeva Systems
VEEV
+$2.65M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.28M

Top Sells

1
+$28.4M
2
+$12.9M
3
+$12.7M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$3.9M
5
INMD icon
InMode
INMD
+$2.19M

Sector Composition

1 Technology 45.74%
2 Healthcare 11.26%
3 Financials 9.6%
4 Communication Services 6.49%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$364K 0.07%
2,743
+421
127
$355K 0.07%
3,497
-570
128
$346K 0.07%
5,863
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129
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2,000
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130
$325K 0.06%
+6,200
131
$318K 0.06%
2,174
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132
$311K 0.06%
2,100
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133
$305K 0.06%
3,900
134
$304K 0.06%
4,000
135
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2,000
-570
136
$298K 0.06%
+2,060
137
$283K 0.05%
3,020
+1,120
138
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6,420
-8,936
139
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9,110
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140
$278K 0.05%
4,891
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141
$268K 0.05%
3,140
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142
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143
$257K 0.05%
49,997
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144
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933
145
$245K 0.05%
7,500
146
$243K 0.05%
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-100
147
$242K 0.05%
95,500
-13,500
148
$240K 0.05%
1,350,001
-3,611,678
149
$237K 0.05%
4,404
+74
150
$231K 0.04%
614
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4 5
6
7 8