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
$955M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$12M
3
+$11.6M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$10.6M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$9.86M

Top Sells

1
+$29.1M
2
+$12.7M
3
+$10.6M
4
TSEM icon
Tower Semiconductor
TSEM
+$10.3M
5
TSM icon
TSMC
TSM
+$6.95M

Sector Composition

1 Technology 42.65%
2 Industrials 12.89%
3 Utilities 9.1%
4 Materials 6.52%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$427K 0.04%
30,000
-1,000
152
$426K 0.04%
3,361
-240
153
$409K 0.04%
3,328
-68
154
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14,000
155
$402K 0.04%
3,500
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156
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10,500
157
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4,000
158
$384K 0.04%
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160
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161
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162
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163
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166
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170
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171
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173
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450
174
$256K 0.03%
3,881
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175
$255K 0.03%
48,627
-5,817
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