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
$444M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$26.8M
3
+$7.3M
4
META icon
Meta Platforms (Facebook)
META
+$6.36M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.21M

Top Sells

1
+$22M
2
+$9.55M
3
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.14M

Sector Composition

1 Healthcare 28%
2 Technology 25.56%
3 Financials 10.2%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$152K 0.03%
3,500
-4,730
152
$148K 0.03%
1,023
-977
153
$146K 0.03%
1,250
+630
154
$146K 0.03%
1,600
155
$136K 0.03%
570
+240
156
$136K 0.03%
6,000
157
$132K 0.03%
1,597
+237
158
$131K 0.03%
2,502
-150
159
$129K 0.03%
3,074
+661
160
$129K 0.03%
1,211
+125
161
$127K 0.03%
2,093
162
$126K 0.03%
1,500
163
$126K 0.03%
791
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164
$123K 0.03%
+2,500
165
$120K 0.03%
589
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166
$120K 0.03%
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167
$119K 0.03%
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168
$116K 0.03%
610
169
$116K 0.03%
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-250
170
$115K 0.03%
1,400
-170
171
$114K 0.03%
330
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172
$111K 0.03%
582
+216
173
$106K 0.02%
1,209
174
$105K 0.02%
1,197
-60
175
$104K 0.02%
2,855
5 6
7
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