YDMI

Y.D. More Investments Portfolio holdings

AUM $2.09B
1-Year Est. Return 74.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.2%
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
+$30.1M
2
+$27.4M
3
+$18.3M
4
ODD icon
ODDITY Tech
ODD
+$15.3M
5
SMWB icon
Similarweb
SMWB
+$9.89M

Top Sells

1
+$8.26M
2
+$6.81M
3
+$2.26M
4
AAPL icon
Apple
AAPL
+$2M
5
SNY icon
Sanofi
SNY
+$1.79M

Sector Composition

1 Technology 42.12%
2 Healthcare 19.11%
3 Financials 9.2%
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
+35
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
10 11