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
$520M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$23.1M
3
+$12.4M
4
ODD icon
ODDITY Tech
ODD
+$10.2M
5
SMWB icon
Similarweb
SMWB
+$8.96M

Top Sells

1
+$7.93M
2
+$5.28M
3
+$2.23M
4
AAPL icon
Apple
AAPL
+$1.87M
5
SNY icon
Sanofi
SNY
+$1.8M

Sector Composition

1 Technology 44.09%
2 Healthcare 19.11%
3 Financials 9.19%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$95.1K 0.02%
1,216
202
$92K 0.02%
1,845
203
$90.9K 0.02%
344
-42
204
$89.9K 0.02%
446
-126
205
$88.2K 0.02%
+7,100
206
$86.1K 0.02%
350
207
$85.3K 0.02%
463
-110
208
$83K 0.02%
679
-23
209
$79.9K 0.02%
755
+10
210
$77.8K 0.01%
3,110
-839
211
$76.2K 0.01%
30
+18
212
$74.8K 0.01%
+14,002
213
$73.7K 0.01%
850
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214
$73.3K 0.01%
1,490
215
$73.1K 0.01%
+4,750
216
$72.2K 0.01%
1,887
-21,028
217
$71.8K 0.01%
791
-120
218
$71.5K 0.01%
1,000
219
$71.3K 0.01%
2,000
-300
220
$70.8K 0.01%
1,200
221
$68.6K 0.01%
606
222
$65.9K 0.01%
401
-105
223
$64.7K 0.01%
415
-25
224
$61.7K 0.01%
3,053
-871
225
$61.1K 0.01%
1,130
7 8
9
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