YDMI
Y.D. More Investments Portfolio holdings
AUM $1.14B
AUM
$1.14B
AUM Growth
+$31.8M (+3%)
Cap. Flow
+$27.8M
Cap. Flow % of AUM
2.43%
Top 10 Holdings %Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30
Top Buys
| 1 | $18.7M | |
| 2 | $11.9M | |
| 3 | $8.84M | |
| 4 | $6.86M | |
| 5 | $4.85M |
Top Sells
| 1 | $22.9M | |
| 2 | $9.09M | |
| 3 | $4.79M | |
| 4 | $4.34M | |
| 5 | $4.06M |
Sector Composition
| 1 | Technology | 33.14% |
| 2 | Industrials | 19.15% |
| 3 | Utilities | 9.14% |
| 4 | Materials | 8.81% |
| 5 | Communication Services | 4.39% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $295K | 0.03% | 1,408 +39 | +3% | +$8.17K | |||
| $286K | 0.03% | 1,010 +294 | +41% | +$83.2K | |||
| $285K | 0.02% | 3,611 +1,906 | +112% | +$150K | |||
| $276K | 0.02% | 450 | – | – | |||
| $273K | 0.02% | 3,661 +95 | +3% | +$7.1K | |||
| $272K | 0.02% | 3,831 +325 | +9% | +$23.1K | |||
| $269K | 0.02% | 23,260 +2,110 | +10% | +$24.4K | |||
| $268K | 0.02% | 40,000 | New | +$268K | |||
| $268K | 0.02% | 3,754 +1,040 | +38% | +$74.1K | |||
| $250K | 0.02% | 2,147 +213 | +11% | +$24.8K | |||
| $246K | 0.02% | 3,600 | – | – | |||
| $243K | 0.02% | 1,529 +289 | +23% | +$45.9K | |||
| $238K | 0.02% | 7,000 | – | – | |||
| $234K | 0.02% | 49,307 -17,902 | -27% | -$85K | |||
| $227K | 0.02% | 447 +55 | +14% | +$27.9K | |||
| $227K | 0.02% | 4,520 +4,070 | +904% | +$204K | |||
| $225K | 0.02% | 9,450 | – | – | |||
| $224K | 0.02% | 100,000 | – | – | |||
| $217K | 0.02% | 3,617 -124 | -3% | -$7.44K | |||
| $216K | 0.02% | 2,070 +444 | +27% | +$46.3K | |||
| $206K | 0.02% | 1,571 +244 | +18% | +$31.9K | |||
| $205K | 0.02% | 4,520 +161 | +4% | +$7.3K | |||
| $205K | 0.02% | 2,130 -300 | -12% | -$28.8K | |||
| $203K | 0.02% | 2,467 +124 | +5% | +$10.2K | |||
| $200K | 0.02% | 956 +200 | +26% | +$41.9K |
