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
$520M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$23.1M
3
+$12.4M
4
ODD icon
ODDITY Tech
ODD
+$10.2M
5
SMWB icon
Similarweb
SMWB
+$8.96M

Top Sells

1
+$7.93M
2
+$5.28M
3
+$2.23M
4
AAPL icon
Apple
AAPL
+$1.87M
5
SNY icon
Sanofi
SNY
+$1.8M

Sector Composition

1 Technology 44.09%
2 Healthcare 19.11%
3 Financials 9.19%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.8M 6.12%
1,273,209
2
$29.3M 5.62%
+978,673
3
$28.6M 5.5%
863,143
-43,379
4
$23.1M 4.43%
+938,766
5
$22.8M 4.39%
262,789
-2,101
6
$21.4M 4.11%
1,381,550
-62,460
7
$20.3M 3.9%
64,209
-3,856
8
$14.6M 2.8%
271,340
-33,535
9
$13.8M 2.66%
35,239
-20,197
10
$13.4M 2.58%
103,611
+95,408
11
$12.7M 2.44%
47,230
-522
12
$11.9M 2.29%
39,662
-1,926
13
$10.8M 2.07%
81,863
-4,210
14
$10.2M 1.96%
+360,550
15
$9.9M 1.9%
77,843
-6,083
16
$8.96M 1.72%
+1,511,263
17
$8.92M 1.71%
+1,854,798
18
$8.78M 1.69%
288,364
-173,435
19
$8.55M 1.64%
49,933
-10,901
20
$8.19M 1.57%
69,896
-19,060
21
$7.01M 1.35%
92,265
+91,238
22
$6.65M 1.28%
15,574
+189
23
$6.26M 1.2%
+17,481
24
$5.59M 1.07%
+9,503
25
$5.52M 1.06%
27,215
+7,370
1
2 3 4 5