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
$434M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$2.5M
3
+$2.27M
4
BAC icon
Bank of America
BAC
+$1.96M
5
UBER icon
Uber
UBER
+$1.84M

Top Sells

1
+$40.9M
2
+$4.31M
3
+$4.19M
4
PFE icon
Pfizer
PFE
+$2.48M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.03M

Sector Composition

1 Technology 30%
2 Healthcare 26.56%
3 Financials 11.27%
4 Communication Services 6.58%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$98.5K 0.02%
13,622
-378
177
$98.4K 0.02%
462
178
$98.1K 0.02%
506
-83
179
$96.5K 0.02%
+1,845
180
$93.7K 0.02%
1,309
-2,300
181
$92.2K 0.02%
1,561
-9,251
182
$89.1K 0.02%
702
+23
183
$88.7K 0.02%
275
+180
184
$87.6K 0.02%
650
-141
185
$86.9K 0.02%
745
-80
186
$85.7K 0.02%
4,800
187
$85.4K 0.02%
911
188
$81.2K 0.02%
1,027
-418
189
$80.7K 0.02%
2,300
190
$78.9K 0.02%
440
-15
191
$77.8K 0.02%
663
-65
192
$76.8K 0.02%
1,015
+600
193
$76.2K 0.02%
1,300
194
$76.2K 0.02%
1,490
195
$75.4K 0.02%
1,111
-94
196
$73.8K 0.02%
1,000
-1,000
197
$71.6K 0.02%
1,200
198
$70.3K 0.02%
150
199
$69.8K 0.02%
606
200
$67.9K 0.02%
815
-2,150
6 7
8
9 10