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
$980M
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$71.1M
2
+$69.2M
3
+$65.1M
4
ICL icon
ICL Group
ICL
+$62.8M
5
TSEM icon
Tower Semiconductor
TSEM
+$35.6M

Top Sells

1
+$4.4M
2
+$3.37M
3
+$3.35M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.8M
5
META icon
Meta Platforms (Facebook)
META
+$2.62M

Sector Composition

1 Technology 48.42%
2 Industrials 9.26%
3 Utilities 7.37%
4 Materials 6.49%
5 Financials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$621K 0.06%
9,879
127
$613K 0.06%
36,065
128
$571K 0.06%
1,302
+2
129
$547K 0.06%
3,744
+638
130
$546K 0.06%
3,601
131
$539K 0.06%
2,384
+52
132
$522K 0.05%
+13,455
133
$519K 0.05%
5,600
134
$506K 0.05%
12,000
135
$499K 0.05%
10,406
+2,513
136
$492K 0.05%
3,447
-1,123
137
$483K 0.05%
11,094
-154
138
$483K 0.05%
122
139
$466K 0.05%
3,000
140
$454K 0.05%
11,070
+5,900
141
$453K 0.05%
6,400
-366
142
$443K 0.05%
67,039
143
$433K 0.04%
2,970
+1,330
144
$432K 0.04%
14,000
145
$415K 0.04%
3,900
146
$401K 0.04%
31,000
147
$400K 0.04%
2,700
-350
148
$394K 0.04%
265
149
$393K 0.04%
4,000
150
$390K 0.04%
6,723
-1,092
4 5
6
7 8