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
$434M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$2.5M
3
+$2.27M
4
BAC icon
Bank of America
BAC
+$1.96M
5
UBER icon
Uber
UBER
+$1.84M

Top Sells

1
+$40.9M
2
+$4.31M
3
+$4.19M
4
PFE icon
Pfizer
PFE
+$2.48M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.03M

Sector Composition

1 Technology 30%
2 Healthcare 26.56%
3 Financials 11.27%
4 Communication Services 6.58%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$141K 0.03%
4,780
+1,400
152
$140K 0.03%
1,211
153
$140K 0.03%
570
154
$139K 0.03%
5,180
+383
155
$139K 0.03%
1,646
-2,912
156
$139K 0.03%
1,140
-110
157
$134K 0.03%
6,000
158
$128K 0.03%
3,812
-60,280
159
$127K 0.03%
386
160
$127K 0.03%
2,100
-800
161
$126K 0.03%
25,884
+2,570
162
$125K 0.03%
610
163
$125K 0.03%
1,752
-1,970
164
$121K 0.03%
2,342
-160
165
$120K 0.03%
1,400
166
$119K 0.03%
573
-9
167
$118K 0.03%
1,104
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168
$114K 0.03%
1,400
169
$113K 0.03%
1,510
-150
170
$112K 0.03%
1,209
171
$106K 0.02%
1,435
+125
172
$106K 0.02%
350
173
$104K 0.02%
572
-65
174
$103K 0.02%
2,735
-120
175
$102K 0.02%
1,216
+19
5 6
7
8 9