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
$564M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.52M
3
+$5.23M
4
PANW icon
Palo Alto Networks
PANW
+$3.71M
5
WIX icon
WIX.com
WIX
+$2.78M

Top Sells

1
+$22M
2
+$17M
3
+$12.7M
4
INMD icon
InMode
INMD
+$4.05M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

1 Technology 51.23%
2 Financials 9.52%
3 Communication Services 7.5%
4 Consumer Discretionary 5.6%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$292K 0.05%
49,997
152
$275K 0.05%
4,884
+480
153
$265K 0.05%
+13,500
154
$262K 0.05%
1,345
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155
$262K 0.05%
94,981
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156
$259K 0.05%
1,230
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157
$253K 0.04%
628
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158
$251K 0.04%
46,467
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159
$250K 0.04%
1,361
160
$248K 0.04%
18,963
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161
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162
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16,500
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163
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164
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391
165
$227K 0.04%
9,450
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166
$224K 0.04%
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167
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168
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169
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170
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1,350,000
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171
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35,319
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172
$191K 0.03%
840
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173
$186K 0.03%
1,100
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174
$185K 0.03%
7,000
175
$180K 0.03%
2,260
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