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
$434M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$2.5M
3
+$2.27M
4
BAC icon
Bank of America
BAC
+$1.96M
5
UBER icon
Uber
UBER
+$1.84M

Top Sells

1
+$40.9M
2
+$4.31M
3
+$4.19M
4
PFE icon
Pfizer
PFE
+$2.48M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.03M

Sector Composition

1 Technology 30%
2 Healthcare 26.56%
3 Financials 11.27%
4 Communication Services 6.58%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$67.4K 0.02%
2,100
+1,500
202
$65.1K 0.02%
1,000
203
$60.5K 0.01%
1,130
204
$60.5K 0.01%
3,949
-348
205
$58.7K 0.01%
5,002
-460
206
$58.6K 0.01%
85
+17
207
$56.9K 0.01%
500
-1,000
208
$55.4K 0.01%
630
209
$55.1K 0.01%
5,300
210
$53.9K 0.01%
710
211
$53.7K 0.01%
1,168
-755
212
$53.5K 0.01%
400
213
$53.4K 0.01%
1,300
-1,774
214
$53.3K 0.01%
4,180
-385
215
$51.2K 0.01%
590
216
$50.7K 0.01%
1,000
-600
217
$50.2K 0.01%
834
-68
218
$49.6K 0.01%
5,486
219
$47.9K 0.01%
3,924
-402
220
$47.8K 0.01%
325
221
$47.5K 0.01%
1,000
-875
222
$47.5K 0.01%
730
223
$46.3K 0.01%
389
-2
224
$45.9K 0.01%
1,479
-114
225
$45.8K 0.01%
1,001
7 8
9
10 11