YDMI

Y.D. More Investments Portfolio holdings

AUM $1.77B
1-Year Est. Return 65.6%
This Quarter Est. Return
1 Year Est. Return
+65.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$444M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$26.8M
3
+$7.3M
4
META icon
Meta Platforms (Facebook)
META
+$6.36M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.21M

Top Sells

1
+$22M
2
+$9.55M
3
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.14M

Sector Composition

1 Healthcare 28%
2 Technology 25.56%
3 Financials 10.2%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$61.8K 0.01%
1,130
-90
202
$58.3K 0.01%
1,437
-43,193
203
$58K 0.01%
+1,000
204
$57.9K 0.01%
5,614
205
$57.4K 0.01%
2,300
206
$55.9K 0.01%
902
+160
207
$53.9K 0.01%
+630
208
$52.4K 0.01%
400
209
$51.7K 0.01%
+1,500
210
$51.5K 0.01%
150
+80
211
$49.8K 0.01%
391
-3,734
212
$47.5K 0.01%
710
-213
213
$46K 0.01%
4,797
-62
214
$45.4K 0.01%
68
+29
215
$44.5K 0.01%
1,001
216
$44.3K 0.01%
5,486
217
$43.9K 0.01%
318
218
$43.5K 0.01%
4,565
-10,345
219
$42.4K 0.01%
325
220
$42.3K 0.01%
730
+342
221
$42.3K 0.01%
+288
222
$41.6K 0.01%
5,065
-1,580
223
$41.4K 0.01%
254
-60
224
$41.3K 0.01%
4,818
-1,947
225
$40.8K 0.01%
370
7 8
9
10 11