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
$413M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.6M
3
+$22.2M
4
ITRN icon
Ituran Location and Control
ITRN
+$22M
5
TAK icon
Takeda Pharmaceutical
TAK
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.67%
2 Healthcare 22.15%
3 Financials 10.91%
4 Communication Services 6.96%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.8M 7.71%
+1,273,209
2
$23.6M 5.71%
+97,852
3
$22.2M 5.37%
+62,963
4
$22M 5.33%
+1,036,215
5
$16.5M 4%
+1,055,630
6
$16.3M 3.96%
+318,075
7
$16.2M 3.92%
+212,679
8
$16.1M 3.9%
+452,528
9
$14M 3.4%
+157,655
10
$13.9M 3.38%
+287,108
11
$12.8M 3.09%
+48,450
12
$9.55M 2.31%
+6,950
13
$8.32M 2.01%
+1,511,866
14
$6.94M 1.68%
+53,529
15
$6.16M 1.49%
+87,902
16
$6.14M 1.49%
+1,861,324
17
$5.74M 1.39%
+75,901
18
$5.72M 1.39%
+67,978
19
$5.53M 1.34%
+4,602
20
$5.33M 1.29%
+9,665
21
$5.26M 1.27%
+59,460
22
$4.01M 0.97%
+43,806
23
$3.96M 0.96%
+11,380
24
$3.68M 0.89%
+9,603
25
$3.66M 0.89%
+17,577
1
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