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
$413M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.6M
3
+$22.2M
4
ITRN icon
Ituran Location and Control
ITRN
+$22M
5
TAK icon
Takeda Pharmaceutical
TAK
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.67%
2 Healthcare 22.15%
3 Financials 10.91%
4 Communication Services 6.96%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$230K 0.06%
+1,298
152
$223K 0.05%
+8,650
153
$215K 0.05%
+7,930
154
$213K 0.05%
+4,900
155
$210K 0.05%
+1,793
156
$206K 0.05%
+6,205
157
$206K 0.05%
+1,386
158
$201K 0.05%
+5,100
159
$198K 0.05%
+3,900
160
$189K 0.05%
+922
161
$189K 0.05%
+1,461
162
$188K 0.05%
+4,000
163
$178K 0.04%
+5,919
164
$174K 0.04%
+1,178
165
$172K 0.04%
+1,508
166
$169K 0.04%
+4,368
167
$167K 0.04%
+522
168
$164K 0.04%
+1,500
169
$159K 0.04%
+6,500
170
$159K 0.04%
+2,000
171
$156K 0.04%
+5,330
172
$151K 0.04%
+21,473
173
$146K 0.04%
+13,693
174
$145K 0.04%
+1,600
175
$145K 0.04%
+7,400
5 6
7
8 9