YDMI
Y.D. More Investments Portfolio holdings
AUM $1.14B
AUM
$1.14B
AUM Growth
+$31.8M (+3%)
Cap. Flow
+$27.8M
Cap. Flow % of AUM
2.43%
Top 10 Holdings %Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30
Top Buys
| 1 | $18.7M | |
| 2 | $11.9M | |
| 3 | $8.84M | |
| 4 | $6.86M | |
| 5 | $4.85M |
Top Sells
| 1 | $22.9M | |
| 2 | $9.09M | |
| 3 | $4.79M | |
| 4 | $4.34M | |
| 5 | $4.06M |
Sector Composition
| 1 | Technology | 33.14% |
| 2 | Industrials | 19.15% |
| 3 | Utilities | 9.14% |
| 4 | Materials | 8.81% |
| 5 | Communication Services | 4.39% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $428K | 0.04% | 6,798 -1,009 | -13% | -$63.5K | |||
| $424K | 0.04% | 1,576 +28 | +2% | +$7.53K | |||
| $415K | 0.04% | 1,120 +90 | +9% | +$33.3K | |||
| $413K | 0.04% | 3,461 | – | – | |||
| $405K | 0.04% | 17,850 | New | +$405K | |||
| $400K | 0.04% | 653,782 -100,000 | -13% | -$61.2K | |||
| $398K | 0.03% | 9,371 +93 | +1% | +$3.95K | |||
| $398K | 0.03% | 3,037 +19 | +0.6% | +$2.49K | |||
| $397K | 0.03% | 11,600 +1,100 | +10% | +$37.6K | |||
| $392K | 0.03% | 1,230 | – | – | |||
| $389K | 0.03% | 18,317 +4,817 | +36% | +$102K | |||
| $379K | 0.03% | 742 -570 | -43% | -$291K | |||
| $378K | 0.03% | 10,017 +107 | +1% | +$4.04K | |||
| $360K | 0.03% | 6,500 | – | – | |||
| $359K | 0.03% | 20,880 -22,000 | -51% | -$378K | |||
| $349K | 0.03% | 4,862 +449 | +10% | +$32.2K | |||
| $341K | 0.03% | 1,500 | – | – | |||
| $333K | 0.03% | 3,740 -120 | -3% | -$10.7K | |||
| $331K | 0.03% | 4,682 -836 | -15% | -$59.1K | |||
| $329K | 0.03% | 4,192 -1,621 | -28% | -$127K | |||
| $328K | 0.03% | 3,320 +1,950 | +142% | +$193K | |||
| $326K | 0.03% | 4,999 +479 | +11% | +$31.3K | |||
| $321K | 0.03% | 2,952 -209 | -7% | -$22.7K | |||
| $315K | 0.03% | 4,690 | – | – | |||
| $308K | 0.03% | 7,900 | – | – |
