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
$444M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$26.8M
3
+$7.3M
4
META icon
Meta Platforms (Facebook)
META
+$6.36M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.21M

Top Sells

1
+$22M
2
+$9.55M
3
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.14M

Sector Composition

1 Healthcare 28%
2 Technology 25.56%
3 Financials 10.2%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.9M 9.22%
127,538
+117,850
2
$39.7M 8.96%
974,134
+656,059
3
$31.8M 7.17%
1,273,209
4
$24.7M 5.57%
1,498,811
+443,181
5
$23.8M 5.37%
256,073
+43,394
6
$23.3M 5.24%
80,735
-17,117
7
$19.6M 4.43%
52,237
-10,726
8
$17.1M 3.86%
314,418
+27,310
9
$15.6M 3.51%
487,021
+34,493
10
$11.9M 2.68%
56,177
+30,018
11
$11.7M 2.64%
48,450
12
$11.1M 2.49%
67,050
+13,521
13
$10.3M 2.33%
103,542
+15,640
14
$10.3M 2.31%
98,616
-59,039
15
$7.89M 1.78%
76,366
+8,388
16
$6.13M 1.38%
74,391
-1,510
17
$5.23M 1.18%
39,710
+39,616
18
$4.78M 1.08%
46,080
-13,380
19
$4.67M 1.05%
20,383
+19,783
20
$4.25M 0.96%
11,691
+311
21
$4.2M 0.95%
10,257
+654
22
$4.03M 0.91%
43,806
23
$3.94M 0.89%
17,477
-100
24
$3.54M 0.8%
41,802
+7,767
25
$3.51M 0.79%
3,517
-1,085
1
2 3 4 5