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
$564M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$6.19M
3
+$5.32M
4
PANW icon
Palo Alto Networks
PANW
+$4.12M
5
ESTC icon
Elastic
ESTC
+$3.06M

Top Sells

1
+$22M
2
+$17.8M
3
+$11.6M
4
INMD icon
InMode
INMD
+$4.19M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

1 Technology 46.91%
2 Financials 9.54%
3 Communication Services 7.57%
4 Consumer Discretionary 5.6%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$104K 0.02%
800
+300
202
$103K 0.02%
600
+100
203
$100K 0.02%
3,380
204
$97.9K 0.02%
7,000
-5,500
205
$97.8K 0.02%
1,962
-230
206
$96.3K 0.02%
702
207
$96K 0.02%
19,814
+15,445
208
$92.7K 0.02%
2,487
-618
209
$91.8K 0.02%
280
-653
210
$81.3K 0.01%
1,490
211
$80.6K 0.01%
500
212
$78.4K 0.01%
800
+200
213
$77.9K 0.01%
57,694
-37,806
214
$76.7K 0.01%
840
-200
215
$76.4K 0.01%
400
216
$75.8K 0.01%
700
217
$75.8K 0.01%
384
-17
218
$74K 0.01%
630
219
$73.7K 0.01%
1,168
220
$73.5K 0.01%
1,356
-390
221
$71.3K 0.01%
435
-65
222
$67.9K 0.01%
710
223
$67.4K 0.01%
370
224
$66.7K 0.01%
281
-157
225
$65.8K 0.01%
1,000
7 8
9
10 11