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
$980M
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$71.1M
2
+$69.2M
3
+$65.1M
4
ICL icon
ICL Group
ICL
+$62.8M
5
TSEM icon
Tower Semiconductor
TSEM
+$35.6M

Top Sells

1
+$4.4M
2
+$3.37M
3
+$3.35M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.8M
5
META icon
Meta Platforms (Facebook)
META
+$2.62M

Sector Composition

1 Technology 48.42%
2 Industrials 9.26%
3 Utilities 7.37%
4 Materials 6.49%
5 Financials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$386K 0.04%
+1,293
152
$386K 0.04%
2,200
153
$385K 0.04%
10,500
154
$384K 0.04%
2,577
-149
155
$359K 0.04%
3,201
-141
156
$357K 0.04%
5,800
157
$347K 0.04%
+29,000
158
$346K 0.04%
5,244
-316
159
$346K 0.04%
3,980
-700
160
$335K 0.03%
975
+149
161
$327K 0.03%
+1,500
162
$320K 0.03%
7,900
163
$315K 0.03%
6,500
164
$312K 0.03%
1,711
+350
165
$311K 0.03%
5,524
+640
166
$311K 0.03%
4,130
+14
167
$305K 0.03%
15,676
+4,500
168
$296K 0.03%
450
-1,255
169
$281K 0.03%
1,216
+376
170
$273K 0.03%
4,233
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171
$270K 0.03%
2,000
172
$263K 0.03%
13,500
173
$263K 0.03%
17,243
-1,720
174
$254K 0.03%
+7,000
175
$251K 0.03%
5,817
-736
5 6
7
8 9