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
$955M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$12M
3
+$11.6M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$10.6M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$9.86M

Top Sells

1
+$29.1M
2
+$12.7M
3
+$10.6M
4
TSEM icon
Tower Semiconductor
TSEM
+$10.3M
5
TSM icon
TSMC
TSM
+$6.95M

Sector Composition

1 Technology 42.65%
2 Industrials 12.89%
3 Utilities 9.1%
4 Materials 6.52%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$178K 0.02%
1,400
202
$173K 0.02%
3,335
+1,308
203
$172K 0.02%
2,977
+88
204
$171K 0.02%
1,600
205
$169K 0.02%
1,396
+39
206
$168K 0.02%
1,241
+60
207
$167K 0.02%
1,829
+50
208
$165K 0.02%
67,303
+9,214
209
$160K 0.02%
3,494
+90
210
$159K 0.02%
610
211
$157K 0.02%
1,742
-78
212
$155K 0.02%
2,442
+243
213
$154K 0.02%
1,273
+39
214
$150K 0.02%
530
-40
215
$148K 0.02%
1,837
+57
216
$148K 0.02%
20,900
-3,500
217
$148K 0.02%
300
218
$147K 0.02%
1,655
+48
219
$146K 0.02%
862
-16
220
$145K 0.02%
12,832
+410
221
$142K 0.01%
350
222
$140K 0.01%
2,255
+70
223
$139K 0.01%
2,230
+51
224
$137K 0.01%
4,050
+3,650
225
$136K 0.01%
2,070
+64
7 8
9
10 11