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
$980M
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$71.1M
2
+$69.2M
3
+$65.1M
4
ICL icon
ICL Group
ICL
+$62.8M
5
TSEM icon
Tower Semiconductor
TSEM
+$35.6M

Top Sells

1
+$4.4M
2
+$3.37M
3
+$3.35M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.8M
5
META icon
Meta Platforms (Facebook)
META
+$2.62M

Sector Composition

1 Technology 48.42%
2 Industrials 9.26%
3 Utilities 7.37%
4 Materials 6.49%
5 Financials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$244K 0.02%
20,849
+19,683
177
$243K 0.02%
+54,444
178
$234K 0.02%
9,450
179
$229K 0.02%
+850
180
$225K 0.02%
1,000
-100
181
$220K 0.02%
562
182
$211K 0.02%
1,800
183
$208K 0.02%
2,430
+1,700
184
$207K 0.02%
374
-17
185
$195K 0.02%
27,799
-3,476
186
$194K 0.02%
1,133
+763
187
$186K 0.02%
7,000
188
$184K 0.02%
1,820
+709
189
$179K 0.02%
2,700
+1,152
190
$178K 0.02%
+3,900
191
$177K 0.02%
1,780
+700
192
$170K 0.02%
26,612
-19,855
193
$170K 0.02%
+8,891
194
$170K 0.02%
756
+6
195
$168K 0.02%
+8,452
196
$167K 0.02%
1,190
-38
197
$166K 0.02%
24,400
-100
198
$163K 0.02%
4,663
-1,304
199
$161K 0.02%
933
+533
200
$156K 0.02%
+3,784
6 7
8
9 10