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
$413M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.6M
3
+$22.2M
4
ITRN icon
Ituran Location and Control
ITRN
+$22M
5
TAK icon
Takeda Pharmaceutical
TAK
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.67%
2 Healthcare 22.15%
3 Financials 10.91%
4 Communication Services 6.96%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$112K 0.03%
+3,170
202
$110K 0.03%
+15,180
203
$102K 0.02%
+1,360
204
$102K 0.02%
+4,170
205
$101K 0.02%
+2,891
206
$95.2K 0.02%
+1,400
207
$94.9K 0.02%
+2,093
208
$94.4K 0.02%
+2,855
209
$92.1K 0.02%
+1,300
210
$91.9K 0.02%
+825
211
$91.4K 0.02%
+17,891
212
$90.4K 0.02%
+1,209
213
$90.3K 0.02%
+2,003
214
$86.1K 0.02%
+4,070
215
$86K 0.02%
+2,094
216
$84.1K 0.02%
+350
217
$83.1K 0.02%
+911
218
$83K 0.02%
+12,000
219
$82.6K 0.02%
+839
220
$82.1K 0.02%
+330
221
$80.2K 0.02%
+1,600
222
$79.8K 0.02%
+1,490
223
$79.6K 0.02%
+1,514
224
$79.2K 0.02%
+1,500
225
$78.5K 0.02%
+366
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