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
$955M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$12M
3
+$11.6M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$10.6M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$9.86M

Top Sells

1
+$29.1M
2
+$12.7M
3
+$10.6M
4
TSEM icon
Tower Semiconductor
TSEM
+$10.3M
5
TSM icon
TSMC
TSM
+$6.95M

Sector Composition

1 Technology 42.65%
2 Industrials 12.89%
3 Utilities 9.1%
4 Materials 6.52%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$249K 0.03%
1,000
177
$243K 0.03%
5,409
+1,625
178
$241K 0.03%
9,450
179
$232K 0.02%
15,666
-1,577
180
$232K 0.02%
7,000
181
$231K 0.02%
1,171
+38
182
$229K 0.02%
18,744
-2,105
183
$227K 0.02%
5,306
-511
184
$224K 0.02%
362
-12
185
$219K 0.02%
2,430
186
$219K 0.02%
1,799
+19
187
$214K 0.02%
1,800
188
$210K 0.02%
950
+17
189
$205K 0.02%
4,017
+117
190
$201K 0.02%
9,150
+259
191
$200K 0.02%
1,280
-1,420
192
$199K 0.02%
30,533
+3,921
193
$195K 0.02%
26,514
+4,372
194
$193K 0.02%
2,694
+929
195
$192K 0.02%
8,691
+239
196
$191K 0.02%
2,700
197
$186K 0.02%
1,569
+401
198
$183K 0.02%
1,160
-30
199
$180K 0.02%
756
200
$179K 0.02%
3,371
+1,409
6 7
8
9 10