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
$955M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$12M
3
+$11.6M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$10.6M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$9.86M

Top Sells

1
+$29.1M
2
+$12.7M
3
+$10.6M
4
TSEM icon
Tower Semiconductor
TSEM
+$10.3M
5
TSM icon
TSMC
TSM
+$6.95M

Sector Composition

1 Technology 42.65%
2 Industrials 12.89%
3 Utilities 9.1%
4 Materials 6.52%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$699K 0.07%
6,829
-322
127
$697K 0.07%
36,065
128
$696K 0.07%
4,294
+550
129
$690K 0.07%
440
+20
130
$684K 0.07%
15,123
+4,053
131
$679K 0.07%
13,530
+75
132
$625K 0.07%
1,310
+8
133
$619K 0.06%
7,000
+6,624
134
$590K 0.06%
791
-235
135
$568K 0.06%
9,879
136
$527K 0.06%
67,039
137
$520K 0.05%
2,304
-80
138
$515K 0.05%
265
139
$514K 0.05%
122
140
$492K 0.05%
2,750
+550
141
$486K 0.05%
+35,500
142
$474K 0.05%
5,890
+90
143
$471K 0.05%
5,600
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144
$461K 0.05%
3,000
145
$456K 0.05%
9,487
-919
146
$447K 0.05%
3,113
-334
147
$439K 0.05%
10,073
-1,021
148
$436K 0.05%
17,000
-18,650
149
$436K 0.05%
3,650
+449
150
$432K 0.05%
5,534
-1,189
4 5
6
7 8