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
$413M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.6M
3
+$22.2M
4
ITRN icon
Ituran Location and Control
ITRN
+$22M
5
TAK icon
Takeda Pharmaceutical
TAK
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.67%
2 Healthcare 22.15%
3 Financials 10.91%
4 Communication Services 6.96%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$145K 0.04%
+3,500
177
$143K 0.03%
+1,526
178
$139K 0.03%
+644
179
$138K 0.03%
+53,020
180
$135K 0.03%
+2,500
181
$132K 0.03%
+1,695
182
$132K 0.03%
+5,801
183
$131K 0.03%
+1,612
184
$127K 0.03%
+1,570
185
$127K 0.03%
+4,450
186
$127K 0.03%
+1,257
187
$126K 0.03%
+2,652
188
$125K 0.03%
+2,413
189
$124K 0.03%
+1,500
190
$123K 0.03%
+519
191
$121K 0.03%
+4,980
192
$121K 0.03%
+2,385
193
$120K 0.03%
+1,086
194
$119K 0.03%
+1,740
195
$116K 0.03%
+600
196
$116K 0.03%
+6,000
197
$115K 0.03%
+1,535
198
$115K 0.03%
+4,800
199
$115K 0.03%
+1,530
200
$112K 0.03%
+610
6 7
8
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