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
$564M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.52M
3
+$5.23M
4
PANW icon
Palo Alto Networks
PANW
+$3.71M
5
WIX icon
WIX.com
WIX
+$2.78M

Top Sells

1
+$22M
2
+$17M
3
+$12.7M
4
INMD icon
InMode
INMD
+$4.05M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

1 Technology 51.23%
2 Financials 9.52%
3 Communication Services 7.5%
4 Consumer Discretionary 5.6%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$175K 0.03%
2,000
177
$174K 0.03%
1,381
+317
178
$172K 0.03%
1,228
+150
179
$171K 0.03%
24,500
180
$162K 0.03%
1,600
181
$162K 0.03%
1,400
182
$160K 0.03%
519
-219
183
$160K 0.03%
750
184
$154K 0.03%
570
185
$149K 0.03%
610
186
$146K 0.03%
1,111
187
$142K 0.03%
1,080
188
$134K 0.02%
654
189
$134K 0.02%
4,100
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190
$128K 0.02%
2,735
191
$125K 0.02%
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192
$121K 0.02%
+280
193
$118K 0.02%
3,100
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194
$117K 0.02%
350
195
$114K 0.02%
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196
$114K 0.02%
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197
$114K 0.02%
862
198
$112K 0.02%
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199
$109K 0.02%
435
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200
$105K 0.02%
1,548
6 7
8
9 10