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
$564M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.52M
3
+$5.23M
4
PANW icon
Palo Alto Networks
PANW
+$3.71M
5
WIX icon
WIX.com
WIX
+$2.78M

Top Sells

1
+$22M
2
+$17M
3
+$12.7M
4
INMD icon
InMode
INMD
+$4.05M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

1 Technology 51.23%
2 Financials 9.52%
3 Communication Services 7.5%
4 Consumer Discretionary 5.6%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$431K 0.08%
31,000
-1,223,591
127
$429K 0.08%
5,560
+884
128
$407K 0.07%
2,514
+340
129
$399K 0.07%
4,680
+175
130
$393K 0.07%
+11,176
131
$392K 0.07%
3,340
+200
132
$386K 0.07%
925
+600
133
$379K 0.07%
3,900
134
$379K 0.07%
5,800
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135
$378K 0.07%
2,200
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136
$372K 0.07%
7,893
+1,473
137
$369K 0.07%
10,500
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138
$368K 0.07%
3,342
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139
$362K 0.06%
35,700
-55,700
140
$360K 0.06%
2,000
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141
$360K 0.06%
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142
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4,174
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143
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265
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144
$321K 0.06%
6,553
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145
$318K 0.06%
4,000
146
$317K 0.06%
826
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147
$316K 0.06%
6,500
-6,210
148
$314K 0.06%
9,380
+270
149
$305K 0.05%
4,116
-1,747
150
$299K 0.05%
7,900
+1,320
4 5
6
7 8