YDMI

Y.D. More Investments Portfolio holdings

AUM $1.77B
1-Year Est. Return 65.6%
This Quarter Est. Return
1 Year Est. Return
+65.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$444M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$26.8M
3
+$7.3M
4
META icon
Meta Platforms (Facebook)
META
+$6.36M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.21M

Top Sells

1
+$22M
2
+$9.55M
3
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.14M

Sector Composition

1 Healthcare 28%
2 Technology 25.56%
3 Financials 10.2%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$103K 0.02%
462
-57
177
$102K 0.02%
1,010
+171
178
$100K 0.02%
920
+720
179
$100K 0.02%
3,380
-1,950
180
$98.4K 0.02%
1,400
+200
181
$97.8K 0.02%
1,310
-225
182
$96.7K 0.02%
4,800
183
$94.8K 0.02%
825
184
$94K 0.02%
386
-4,863
185
$92.3K 0.02%
350
186
$90.8K 0.02%
7,153
-56
187
$90K 0.02%
1,923
-80
188
$88.3K 0.02%
455
+290
189
$87.7K 0.02%
679
+179
190
$85.4K 0.02%
2,500
-24,500
191
$84.3K 0.02%
911
192
$80.4K 0.02%
1,600
193
$79K 0.02%
1,300
194
$78.7K 0.02%
21,545
-444
195
$73.7K 0.02%
1,490
196
$71.3K 0.02%
606
197
$70.1K 0.02%
1,200
198
$65.5K 0.01%
1,875
199
$62.9K 0.01%
1,078
-436
200
$62.1K 0.01%
5,300
6 7
8
9 10