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
$434M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$2.5M
3
+$2.27M
4
BAC icon
Bank of America
BAC
+$1.96M
5
UBER icon
Uber
UBER
+$1.84M

Top Sells

1
+$40.9M
2
+$4.31M
3
+$4.19M
4
PFE icon
Pfizer
PFE
+$2.48M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.03M

Sector Composition

1 Technology 30%
2 Healthcare 26.56%
3 Financials 11.27%
4 Communication Services 6.58%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.3M 7.67%
906,522
-67,612
2
$31.8M 7.34%
1,273,209
3
$26.7M 6.17%
264,890
+8,817
4
$23.2M 5.35%
68,065
-12,670
5
$22.7M 5.23%
1,444,010
-54,801
6
$22.6M 5.21%
55,436
+3,199
7
$17.2M 3.98%
461,799
-25,222
8
$16.4M 3.79%
304,875
-9,543
9
$11.9M 2.75%
41,588
-14,589
10
$11.8M 2.72%
60,834
-6,216
11
$11.4M 2.62%
88,956
-14,586
12
$10.9M 2.52%
83,926
+7,560
13
$10.6M 2.45%
47,752
-698
14
$10.4M 2.4%
86,073
-12,543
15
$7.85M 1.81%
22,915
+21,478
16
$6.82M 1.57%
15,385
+5,128
17
$5.88M 1.36%
73,336
-1,055
18
$5.64M 1.3%
37,048
-2,662
19
$4.77M 1.1%
39,842
-6,238
20
$4.56M 1.05%
107,810
-1,200
21
$4.42M 1.02%
43,806
22
$4.33M 1%
20,978
+595
23
$4.31M 1%
10,967
-724
24
$4.19M 0.97%
19,845
+4,538
25
$4.15M 0.96%
3,396
-121
1
2 3 4 5