YDMI
Y.D. More Investments Portfolio holdings
AUM $1.14B
This Quarter Return
+5.41%
1 Year Return
+27.88%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.14B
AUM Growth
+$31.8M (+3%)
Cap. Flow
+$23.4M
Cap. Flow % of AUM
2.04%
Top 10 Holdings %Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30
Top Buys
| 1 | $18.7M | |
| 2 | $11.9M | |
| 3 | $8.84M | |
| 4 | $6.86M | |
| 5 | $4.85M |
Top Sells
| 1 | $22.9M | |
| 2 | $9.09M | |
| 3 | $4.79M | |
| 4 | $4.34M | |
| 5 | $4.06M |
Sector Composition
| 1 | Technology | 33.14% |
| 2 | Industrials | 19.15% |
| 3 | Utilities | 9.14% |
| 4 | Materials | 8.81% |
| 5 | Communication Services | 4.19% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $198K | 0.02% | +3,850 | New | +$198K | |||
| $197K | 0.02% | 31,174 -8,878 | -22% | -$56.1K | |||
| $191K | 0.02% | 2,700 | – | – | |||
| $186K | 0.02% | 3,500 -1,000 | -22% | -$53K | |||
| $184K | 0.02% | 12,309 -3,880 | -24% | -$58K | |||
| $183K | 0.02% | 19,689 -1,856 | -9% | -$17.3K | |||
| $178K | 0.02% | 2,175 +440 | +25% | +$35.9K | |||
| $174K | 0.02% | 2,470 +973 | +65% | +$68.5K | |||
| $173K | 0.02% | 5,211 +1,161 | +29% | +$38.6K | |||
| $173K | 0.02% | 1,550 +164 | +12% | +$18.3K | |||
| $173K | 0.02% | 2,550 -650 | -20% | -$44K | |||
| $172K | 0.01% | 5,263 +159 | +3% | +$5.19K | |||
| $171K | 0.01% | 5,839 +625 | +12% | +$18.3K | |||
| $171K | 0.01% | 16,935 +390 | +2% | +$3.94K | |||
| $171K | 0.01% | 33,046 -2,568 | -7% | -$13.3K | |||
| $168K | 0.01% | 483 +22 | +5% | +$7.67K | |||
| $168K | 0.01% | 1,716 -5,233 | -75% | -$512K | |||
| $168K | 0.01% | 2,888 +391 | +16% | +$22.7K | |||
| $167K | 0.01% | 1,800 | – | – | |||
| $163K | 0.01% | 1,600 | – | – | |||
| $162K | 0.01% | 5,735 -2,360 | -29% | -$66.7K | |||
| $161K | 0.01% | 4,617 +1,968 | +74% | +$68.7K | |||
| $155K | 0.01% | +7,668 | New | +$155K | |||
| $153K | 0.01% | 307 -39 | -11% | -$19.4K | |||
| $152K | 0.01% | 300 | – | – |
