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
$980M
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$71.1M
2
+$69.2M
3
+$65.1M
4
ICL icon
ICL Group
ICL
+$62.8M
5
TSEM icon
Tower Semiconductor
TSEM
+$35.6M

Top Sells

1
+$4.4M
2
+$3.37M
3
+$3.35M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.8M
5
META icon
Meta Platforms (Facebook)
META
+$2.62M

Sector Composition

1 Technology 48.42%
2 Industrials 9.26%
3 Utilities 7.37%
4 Materials 6.49%
5 Financials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$154K 0.02%
1,600
202
$152K 0.02%
570
203
$149K 0.02%
1,456
+1,378
204
$145K 0.01%
+1,779
205
$145K 0.01%
+3,404
206
$145K 0.01%
+1,234
207
$144K 0.01%
58,089
-36,892
208
$144K 0.01%
1,181
-200
209
$143K 0.01%
610
210
$142K 0.01%
+2,889
211
$142K 0.01%
1,400
212
$139K 0.01%
300
+20
213
$139K 0.01%
1,013
+573
214
$139K 0.01%
520
+1
215
$138K 0.01%
2,179
+1,011
216
$138K 0.01%
+3,189
217
$138K 0.01%
+1,357
218
$134K 0.01%
2,255
+1,916
219
$133K 0.01%
+878
220
$133K 0.01%
1,735
+100
221
$126K 0.01%
593
-61
222
$126K 0.01%
2,735
223
$123K 0.01%
+1,607
224
$122K 0.01%
+1,453
225
$122K 0.01%
22,142
+2,328
7 8
9
10 11